How Can I... Enable Email Insights Monitor Email Response Contextually How Zoho CRM Tracks Email Activity Sort Records by Email Status View Email Reports Email Analytics Email and Call Analytics Sent Email Status View Email and Call Analytics Track ...
ZOHO CRM Features Pricing Customers Resources Developers Resources CRM Setup Using Zoho CRM Integrations Developer Guide Workflow Rules Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are ...
How Can I... Monitor Email Respose Contextually How Zoho CRM tracks your emails Use Email Status to Filter Records Gather Email Analytics Track Email Template Performance Email, to this day, remains a primary mode of communication with the customer ...
Workflow rules help automate several sales processes in your business. Following are a couple of scenarios that demonstrate the use of workflow rules in Zoho CRM 2016. Create a workflow rule to automate task assignment Let's say you want a task to be ...
Chapter 25: Managing Workflow The workflow management allows you to automate your sales, marketing, support processes, in which the records, tasks are assigned or transferred from one user to another for action, according to a set of predefined ...