Scoring Rules

Scoring Rules

Prioritise your leads, deals or contacts with Scoring Rules

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                                                                                                                            • Related Articles

                                                                                                                            • Scoring Rules - Manual Scores

                                                                                                                              What are scoring rules? Scoring rules help qualify prospects based on various parameters such as their behavior, insights, attributes, or other key details of their persona. The higher the score, the more likely the prospect is to become a customer. ...
                                                                                                                            • Scoring Rules - Zia Scores

                                                                                                                              Availability Editions: Enterprise | Zoho One | Ultimate | CRM Plus Release criteria: All Enterprise and Ultimate users with 20+ user licenses. DC: All DCs Zia Scores - Scope and benefits: Every lead or customer a business encounters is unique, and ...
                                                                                                                            • Configuring Workflow Rules

                                                                                                                              Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...
                                                                                                                            • FAQs: Workflow Rules

                                                                                                                              What is a workflow rule? Workflow rules in Zoho CRM are designed to enhance productivity of the users and reduce manual work by automating routine activities in a business process. They allow you to create rules that can trigger different action ...
                                                                                                                            • FAQs: Validation Rules

                                                                                                                              What is a validation rule in Zoho CRM and why do I need it? In this data-driven world, it is crucial to ensure the validity and accuracy of your data. Data can enter your CRM system through various channels, such as advertisements, web forms, ...
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