Related Articles
Manual Workflow Trigger
A Manual Workflow Trigger can be triggered by a user while creating or editing a record that can be configured through a Workflow Rule. Enabling this will only execute the workflow for a manual action, not automatically. It's always a good idea to ...
Manual Workflow Trigger
Manual Workflow Trigger is an option that can be triggered by a user while creating or editing a record. This can be configured through a Workflow Rule. Enabling this will execute the workflow only on a manual action and not automatically. It's ...
Manual Activity
The Manual Activity provides a view of the updates made to the Manual like members added and articles published. All members in the Manual have access to the Manual Activity and can comment on the activity. Once a Manual is published to a group or ...
Creating Vendors
In Zoho CRM, you can create vendors by: Entering data in the vendor details form: You can manually fill in the Vendor details in the form. Importing vendors from external sources: You can gather data through various sources and import the CSV and XLS ...
Creating Quotes
In Zoho CRM, you can store quote details by manually entering the data in the quote details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify ...