Using Layout Rules, Blueprints, & Workflow Rules In Zoho CRM For Automation

This tutorial on using layout rules, blueprints, & workflow rules in Zoho CRM for automation was taken from our February 2023 product tutorial series.
See the full Zoho CRM Full Product Tutorial 2023 here:
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[@TabishAmiri-j4e]

hey Tyler , thank you for your guidance ... that was nice , just one little question , in the blueprints within the DURING tab, can we conditionally show some fields for example in the current tab we display the user some fields to fill out and among those fields there is a checkbox let's say and if that checkbox is checked we display some other fields right bellow that checkbox (just like layout rule) ????

[@rightpricerealestategroup2227]

Thank you! Very good info! I have a question. As the contact start moving through the system, is there a way to identify if the client is on a follow-up action plan so they do not get forgotten? We assign our clients to a follow-up campaign immediately but sometimes agents "forget" to assign a campaign. Also can multiple campaigns be assigned (for example expired listing drip campaign and the weekly newsletter campaign)?

[@Zenatta]

Hi Right Price Real Estate Group, We discussed some options to your question on this week's AZAAZ! Click here to jump straight to our answer. 🎬 - kzbin.info/www/bejne/aYeQppqhr9SEf7M#t=23m44s