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Zoho CRM Workflows

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Uploaded on Jan 28, 2011

Workflow automation can make tedious and repetitive tasks easy and automated. Specific workflow rules are setup which govern the criteria for the workflow automation being triggered. Once the workflow is triggered, a series of emails, tasks or calendar appointments (which you define) can be set in motion.

This video details the process for creating workflow automaton for your service calls as well as a method you can place post installation workflows in place for customer follow ups. Video is designed for electronic systems contractors and system integrator audiences.

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