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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 ...
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 ...
Converting Records Using Workflow Rules
Converting leads, quotes or sales orders can be automated using workflow rules. When a record meets the criteria defined in the workflow rule, all the associated actions are triggered for the record. Workflow rules created for leads, quotes and sales ...
How can I disable workflow rules for Standard users?
Workflow rules can be defined by any user with the 'Manage Workflow' permission. By default, the Standard profile user also has this permission and you cannot change it. However, you can create another profile without the 'Manage Workflow' permission ...
Can assignment rules be triggered for records created using workflow rules?
No, you cannot apply assignment rules to records that are created through workflow rules. The assignment rules automation only applies to records that are imported or enter CRM through webforms or from third-party applications via APIs. There is an ...