Chapter 6: Game-Changing Workflows and Automations

This chapter will provide you with powerful insight and knowledge of workflow automation, which is arguably the most valuable feature of Zoho CRM.

Used well and often, the workflows in Zoho will deliver huge efficiency time and again. They will take your Customer Relationship Management (CRM) system to the next level and get you and your and team excited about how it can help you become more efficient and successful.

In this chapter, we will work through practical examples that you may use straight away and also act as a stimulus for other ideas. These workflows will save you countless hours and help your team proactively manage opportunities and clients much more effectively.

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