Assignment Rules & How Best To Use Them in Zoho CRM | Zoho CRM Tutorial | Zoho Video Tutorial

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  • เผยแพร่เมื่อ 7 ก.ย. 2024

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  • @markKTON
    @markKTON 6 หลายเดือนก่อน

    Any idea on how to setup an Assignment Rule with more than 25 conditions? Or how to enter multiple strings into a single condition field? We have two salespeople that split up the USA by State. We capture State information by the full name or abbreviated name, so we have 100 conditions, or 50 per sales person. We want to use Assignment Rules when we import batches of new leads. The other issue is that we cannot link more than one Rule per Import. We tried Workflow Rules but that doesn't work properly when you have duplicate workflows (based on Lead creation or Edit). Seems like there should be a way to do this.