Can workflow for email be configured for modules other than Leads or Contacts?
Yes, you can select Leads, Contacts, unknown, or custom modules. You can choose an unknown module when the sender is new or has not yet been added to your CRM account. Note that if you have selected an unknown module, it is mandatory to set conditions based on email fields. For example, you can set rules like if an email from an unknown sender is sent to the CEO's email address then a certain action must be performed.
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Can I send mass emails from custom modules?
Yes, you can send mass emails from custom modules in the same way as from standard modules like Leads, Contacts, and Deals. To send mass emails from a custom module Go to the module which contains records you want to send mass emails to. Navigate ...
Identify duplicates between leads and contacts modules
Edition: Enterprise | Industry: Travel | Feature: Workflow rule and Functions Scenario Joshua Baker is a sales manager at an online travel agency that offers customized tour packages. The agency has a webform on its website through which interested ...
Customizing Modules
Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks ...
FAQs on Workflow Rules
1. What is a workflow rule? Workflow rules in Zoho CRM are designed to enhance productivity and reduce manual work by automating routine activities in a business process. They allow you to create rules that can trigger associated action types to give ...
Workflow for Emails
Announcement: We have updated the workflow rule automation for emails with the following enhancements and are opening the same in a phased manner. Inclusion of deals module in the outgoing email trigger Addition of new parameters to the outgoing ...