How do I create a workflow in Zoho CRM? | Scribe

How do I create a workflow in Zoho CRM?

If you are a business owner or manager, you may want to know how to create a workflow in Zoho CRM in order to streamline your customer relationship management processes. A workflow in Zoho CRM allows you to automate certain tasks, such as assigning tasks to team members, sending out emails, and tracking customer interactions. This can help you save time and ensure that your customer relationships are managed efficiently.
Created by Ghostwriter from Scribe | 8 steps
Click the "Workflows" tab in the left navigation bar.
Click the "Create Workflow" button.
Enter a name for the workflow in the "Workflow Name" field.
Select the module for which you want to create the workflow from the "Module" drop-down menu.

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