Is there a limit to the number of rule criteria that can be set per rule entry?
Yes. You can set a maximum of 25 different rule criteria per rule entry in an approval process.
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Is there a limit to the number of approvers that can be chosen per approval process?
Yes. The limit on the number of approvers depends on the limit on the number of entries. You can create up to 10 entries under “Who should approve”. Note that “10” is the limit to the number of entries and not people. The number of entries will equal ...
Record Owner Suggestion in Assignment Rule
Zia can suggest a suitable record owner(s) based on specific criteria. If the organization has setup assignment criteria then Zia will draw a pattern from those rules to identify the most suitable record owner. For example, you can set a criteria ...
Multiple Scoring Rule
What are scoring rules? Scoring rules help qualify prospects based on various parameters such as their behavior, demography, or other key details of their persona. The higher the score, the more likely the prospect is to become a customer. Scoring ...
Editing Criteria Patterns in Reports
Edit Criteria Patterns Criteria Pattern Editor in the report help you to define advanced filters using simple logic like and / or. Note You can specify a maximum of 25 criteria in a report. To edit criteria patterns Click the Reports tab. From the ...
Auto Response Rule for Web Forms
When a business invites enquiries from prospects via their website, the details of these prospects are recorded and tracked within the CRM. The next step is to follow up with these prospects in hopes of closing a sale. While it is indeed important to ...