Automation - Overview

Automation - Overview

In business, there are numerous everyday activities and processes that need to be done and when automated will save time and effort. For example, a sales manager may be required to assign the leads to various sales reps based on certain criteria. Also, you may need to send pre-sales and post sales follow up emails to customers at scheduled intervals.

Zoho CRM gives you the option to automate workflow procedures and set up automatic replies, alerts, and notifications in advance. You can create workflow rules and associate workflow alerts, tasks and field updates with them. Additionally, you can set up case escalation rules and also assignment rules for leads, contacts and cases generated via web forms.

Workflow Management

Automate your sales, marketing and business processes and standardize working methods.
Workflow Rules | Email Notifications | Tasks |  Field Updates | Scenario | Webhooks | Functions

Assignment Rules

Set up assignment rules for records that are generated via web forms and also set up escalation rules.
Set up Assignment Rules | Set up Cases Escalation Rules

Scoring Rules

Set up scoring rules to prioritize records and focus more on the important leads and contacts.
Set up Scoring rules | View Scores


Design and define your business process in Zoho CRM using Blueprint.
Blueprint - An Overview | Create a Blueprint | Execute a Blueprint

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