Automate everyday sales and marketing activities | Workflow Rules

Automate the process of sending email alerts, assigning tasks and updating certain fields of a record when a rule is triggered with the help of Workflow Rules in Zoho CRM.
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[@MatheusdosSantos]

There is a small missinformation in this tutorial. In the Leads layout in this example (in 0:59), Company field is set as mandatory, hence, when trying to Save the new record, a field validation error will appear saying "Company" cannot be empty. It can either be switched off as mandatory or it can be set a layout rule when moving to a further step, set Company as mandatory if this information is only to be filled in future steps in the qualification funnel. So there is my contribution to this video. :)

[@ZohoCRMOfficial]

Thanks for pointing this out, we really appreciate your contribution! :)

[@sanjaybabu4417]

Very Use Full .......................Thank you.........................

[@Realanimallove]

thank you

[@Metroventa]

thanks!

[@DariaPetrenko-gk5lc]

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[@DariaPetrenko-gk5lc]

@metroventa new comment 1