In the previous video post, we offered tips for managing follow-up, and staying on top of your deals. Now, we have created another quick video to specifically demonstrate the process of creating workflows through Zoho CRM, which will enhance and automate your follow-up process.
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As shown in the video, Zoho CRM workflows will allow you to automatically
- schedule a task after you create a deal
- and create a task to take follow-up action if the close date arrives, but the deal has not closed.
Creating workflows in Zoho CRM is an easy system where you have a trigger associated with one or more actions, all designed to automate processes and improve productivity. In this way, workflows in Zoho CRM will take the work out of follow-up, allowing you to close more deals!