Scoring Rules

Scoring Rules


Prioritise your leads, deals or contacts with Scoring Rules



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                                                                                                  • Related Articles

                                                                                                  • Multiple Scoring Rule

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

                                                                                                    Layout Rules in Zoho CRM offer an interface for you to seamlessly manage dependency between fields in a layout. Your sales data are often inter-dependant. Consider the following examples. In a real estate company, the particulars required from a ...
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