Create workflow CRM – Zoho

CRM Zoho – Workflow

Now, create workflow rules for calls, tasks and events…

His experience CRM is now even easier: You can now use workflow rules to automate most activities, in order for you to focus on your prospects and customers. For instance, you can automatically send email alerts to-dos, set up calls, send notifications to the address to complete high priority tasks and send meeting invitations to your customers.