Scoring Rules

Scoring Rules


Prioritise your leads, deals or contacts with Scoring Rules



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    • 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 ...
    • Configuring Workflow Rules

      Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...
    • Can fields be shown or hidden based on the pipeline field?

      Yes, fields and sections can be shown or made mandatory based on the pipeline using the Layout rules. For example, you can show certain fields if a record is in a specific pipeline.
    • Assignment Rules

      Assign records to appropriate users using Assignment Rules Help guide Setting up Assignment Rules
    • Assignment Rules

      Assign records to appropriate users using Assignment Rules Help guide Setting up Assignment Rules