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.
https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/configuring-workflow-rules
https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/workflow-rules-calls
https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/workflow-for-emails
https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/workflow-usage
https://www.zoho.com/crm/resources/
For more such videos, check out the Mastering Zoho CRM Playlist:
https://www.youtube.com/c/ZohoCRMofficial/playlists?view=50&flow=grid&shelf_id=4
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