Tuesday, March 29, 2016

ZOHO CRM - Automate Lead and Quote Conversion!

Zoho has now made it possible to automate lead and quote conversion by adding Conversion as an available action in workflow!

The only trick.... auto conversion is only available as an action, when Field Update is chosen as the Trigger.

Example:  Lead Conversion.  An Account and Contact record is automatically created from the Lead record, and you have the option to auto-create the potential record:

For the potential record, you can choose to populate the amount field with the value from a field in the lead record as shown above.

1 comment:

Jeffer Shen said...

While brands like Vacheron Constantin and Piaget are masters of offering ultra-low production panerai replica uk classically designed art watches, brands like Richard Mille (the only non-Richemont Group company at Watches & Wonders so far) offer the same types of gloriously art-heavy timepieces but, in ultra-modern rado replica uk form. Million-dollar watches never looked so "million-dollar" as they do when they are designed for picky Asian consumers always looking to be wowed. I should not, however, focus entirely on watches meant for the few. While luxury rolex replica sale watch shows tend to focus on unique models with elaborate designs, the bread and butter of the cartier replica sale watch industry is more high-volume products which fake omega are sold in quantity to consumers who may be able to spend only a few thousand dollars on a watch versus many times that.