Can I set a transition for selected records only?
Yes, you can set a criteria for which records will undergo the transition. Read more about setting criteria for transitions.
For instance, you can mention that only invoices above $3,000 should undergo a transition for "discount" before moving to the next state.Related Articles
Tagging Records in CRM
Tags in Zoho CRM are usually easy to create. Tags are not just a simple category, they can be more powerful, since you can add multiple tags to a single record. You can also create tags in multiple locations in your CRM account, if required. You can ...Can I set the deadline for a record to be in a particular state?
Yes, you can set a limit for how long a record can stay in a particular state. You can also choose what should happen to the records after a state has reached its deadline—the record can either be escalated or moved to another state. Escalate the ...How many records can be selected at a time?
The number of records that can be selected depends on the user's Zoho CRM edition. The following table provides the number of records that can be selected at a time. Enterprise Professional Free 100 100 50Can assignment rules be triggered for selected records only?
Yes, assignment rules can be triggered for records based on specific criteria. Criteria are used to filter out specific records from all the incoming records. For example, Deals from California, Applications from the US, or Accounts in the IT ...Can I export certain selected records from Zoho CRM?
No. Currently you can't export certain selected records from Zoho CRM. However, you can create a report based on criteria (your requirement) and export the report. For more information, see Working with Reports.