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 ...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.Merging Duplicate Records
When you work with a significant volume of data, it gets quite challenging to keep your database free from duplicates. As the avenues to create records in CRM increase, the chances of duplicate entries increase as well. For example, the same lead may ...