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 on Assignment Rules

                                                                                      1. Which modules can assignment rules be created for? Zoho CRM allows admins and users with the relevant permission to create assignment rules for both standard and custom modules. The modules where records frequently enter the system in bulk such as ...
                                                                                    • 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 ...
                                                                                    • Setting up Data Sharing Rules

                                                                                      By default, access rights to CRM records is set as private so that the record owner and his/her manager can oversee the CRM data. However, using the Data Sharing Rules, you can extend the access rights to users belonging to other roles and groups. ...
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