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

    How do I create a workflow in Zoho CRM?

    • Grace Everwood |
    • 8 steps |
    • 18 seconds
    1
    Go to [https://www.zoho.com/crm/](https://www.zoho.com/crm/)
    2
    Click the "Workflows" tab in the left navigation bar.
    3
    Click the "Create Workflow" button.
    4
    Enter a name for the workflow in the "Workflow Name" field.
    5
    Select the module for which you want to create the workflow from the "Module" drop-down menu.
    6
    Select the criteria for the workflow from the "Criteria" drop-down menu.
    7
    Select the action to be performed from the "Action" drop-down menu.
    8
    Click the "Save" button.