Delta Data Services LLC

The highlights of a project team are centered around a collaborative space and clear communication. Setting up email in Zoho CRM is a great way for a company to collaborate and promote team work. It is a practical tool for people to effectively work together, support projects and clearly communicate...

Zoho CRM Admin Tip: Tasks and Workflows (Part 2)
Zoho CRM Admin Tip: Tasks and Workflows
Zoho Admin Tip: Field Updates in Workflows in Zoho CRM

A workflow is a way to automate actions in CRM. This means that instead of making actions happen manually, they are done by the CRM machine automatically. The workflow has three parts: 

  • The trigger
  • The criteria
  • The actions 
For the trigger to occur, something must happen as follows:
  • A...