Monday, January 25, 2016

Zoho CRM WORKFLOW Summary View

If you're a heavy user of the Workflow feature in Zoho CRM, you know how it can sometimes get confusing when you have to go back and review or update automation you've put in place.  Behold the Summary view feature for workflow!

To view a summary of the workflow set up for a module:

  • Setup -> Automation -> Workflow
  • Select a module
  • then click the summary icon to see a summary list of the rules in place, including the trigger, and the criteria.  Click the Expanded view icon to see the action detail.