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Building Expert Business Solutions with Zoho CRM
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In this section, we look at some examples for you to try using the skills and techniques achieved from this chapter. Compare these to your processes and relate these examples to those, adjusting them accordingly.
In the first example, the standard functionality does not update the stage of a Deal when a related Quote is sent, which forces the user to make a manual change. This is inefficient and, if overlooked, will lead to incorrect pipeline reporting.
Detailed next is the name of the module to which the workflow applies, the outcomes you will achieve, and the suitability of the workflow:
Module: Quotes.
Outcomes: Multiple actions and a task that will help the sales team follow up and facilitate additional workflows later (based on expiry) while also updating the stage of the associated deal.
Suitability: Every business that uses the Quotes module.
A summary of the trigger, conditions...
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