1
Q
How to create a workflow?
A
Setup-»Workflow Rules-»Creaate Rule-» Select module (eg. lead)-» Rule Name(Eg. Feild Update For Leads)-»next-»
Zoho CRM Course
flashcards
Decks in class (11)
# Cards
-
Zoho Modules1
-
Navigating the CRM1
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Planning the CRM build for any client1
-
Setting Up CRM Company Details1
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Adding Logo & Renaming the System Feild Eg. Zip Code to Post Code1
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Business Hours & Holidays1
-
Additional Learning - 13
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Creating Custom Views5
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Stage probability mapping1
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Permission Setting For Team5
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Automation1
