Scoring Rules

Scoring Rules


Prioritise your leads, deals or contacts with Scoring Rules



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                                                      • Related Articles

                                                      • Setting Scoring Rules

                                                        Scoring rules help you prioritize leads, contacts, accounts, and deals based on record properties like fields, and customer touch points such as calls, emails, social signals, etc. You can assign positive and negative points to each property while ...
                                                      • 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 ...
                                                      • 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. ...
                                                      • Can assignment rules be triggered for selected records only?

                                                        Yes, assignment rules can be triggered for records based on specific criteria. Criteria are used to filter out specific records from all the incoming records. For example, Deals from California, Applications from the US, or Accounts in the IT ...

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