【Zoho CRM】ケイデンス機能のアップデート

【Zoho CRM】ケイデンス機能のアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの中野です。

今回は「Zoho CRM アップデート情報」の中から、ケイデンス機能のアップデートをご紹介します。
ケイデンス機能の2つの強化されたことで、適用と解除のタイミングをより柔軟に管理できるようになり、
よりタイムリーで的確なコミュニケーションが実現できるようになりました。

目次：
1. ケイデンスの再開／最初からのやり直し
2. ケイデンスからのデータ解除タイミングの設定


1. ケイデンスの再開／最初からのやり直し

手動削除、完了、または適用解除条件が満たされた場合など、以前に適用解除されたデータをケイデンスに再適用できるようになりました。
対象データに対して、中断したところから再開するか、最初からやり直すかを選択できます。

設定方法（例：見込み客タブの場合）
  1. 見込み客データを開く
  2. 「ケイデンスを適用」から、以前適用されていたケイデンスを選択
  3. 表示されるオプションから「再開」または「最初からやり直す」を選択
※詳細は以下キャプチャをご参照ください。






ケイデンスの個別適用、一括適用どちらでもこの機能はご利用可能です。


Alert
注意点：
ケイデンスの再開およびやり直しオプションは、以下条件に合致するデータに使用できます。
　・手動でケイデンスに登録されたデータ
　・ケイデンス作成時、対象データを「個別に適用した」に設定したデータ（以下キャプチャ参照）



2. ケイデンスからのデータ解除タイミングの設定
顧客の状態やアクティビティに応じて、自動的にケイデンスから除外されるよう、適用解除条件を詳細に設定できるようになりました。
従来の「特定の日付」や「カスタムビューの条件」だけでなく、条件設定ページでさらに柔軟なカスタマイズが可能です。

たとえば、以下のような条件で自動的にケイデンスを解除することが可能です：
  • 見込み客のステータスが「連絡済み」「無効」「失注」に変更された場合
  • メールを開封後、7日以上返信がない場合
  • メールが不達、または登録解除された場合



これらの設定はすべてケイデンスの設定画面で直接行えるため、別途回避策を用意することなく、スムーズにケイデンス機能を利用できます。

留意事項：
ケイデンスの適用解除条件は、手動で登録されたケイデンスと、カスタムビューに基づくケイデンスの両方に対応しています。

Notes
適用範囲：すべてのユーザー

いかがでしょうか。ケイデンス機能を利用中のユーザーさんはぜひ試してみてください！
……………………………………………………………………………………………………………………
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最新の新着投稿やコメントをメールでお送りします。
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※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。
コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！



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