Monday, July 21, 2014

ZOHO CRM - Workflows not working after Account Re-activated?

Say you are using Zoho CRM on a trial basis, and your trial lapses before you upgrade to a paid account.  When you re-activate your account you may notice that workflows you built during your trial period are no longer working... simple fix - check to make sure your Rules are Active.  They sometimes de-activate when an account lapses.
  • Setup -> Automation -> Workflow
  • Open Rule by clicking on rule name
  • Check "Active" Box

1 comment:

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