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

                                                                                            What is an assignment rule and why do I need it? The growth of your business is proportional to how well your sales team is handling the leads inflow and how effective they are in handling the customers and associated deals. Assigning the leads and ...
                                                                                          • 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 ...
                                                                                          • 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 ...
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