Automation Flashcards
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 > Automation > Flashcards
How to create a workflow?
Setup-»Workflow Rules-»Creaate Rule-» Select module (eg. lead)-» Rule Name(Eg. Feild Update For Leads)-»next-»