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 ...
Click here to watch an introductory video overview of the Zoho CRM System. Contact us at 833-964-3577 if you'd like to schedule a personalized demonstration discussion.
ZoHelpers can conduct personalized training for your Team, but here's a few links to a series of short, standard CRM training videos: https://www.zoho.com/crm/resources/guided-tour/zoho-crm-overview.html ...
Blueprint is Zoho CRM's simple and effective solution to your process automation requirements. It is designed to help you execute a business process in a well-defined and systematic manner. With a Blueprint you can: ... Guide your teams through the ...
Zoho Finance modules, when connected to Zoho CRM, becomes a powerful, yet easy-to-use sales and operations platform. See the image below and short video walk-thru to better understand the Zoho workflow. Click here for a short overview video and ...