Workflow management helps you to automate your staffing processes. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields. Workflow automation consists of the following components:
Workflow Rules are effective only if associated with Workflow Alerts, Workflow Tasks and Workflow Field Updates. When a rule is triggered, the alerts, tasks and field updates associated with the rule will also be triggered. For example, to send email notifications to the recipients, you must always associate an alert to the rule. You can also associate workflow tasks to a rule to assign work to the users.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.