Actions
Actions
Automation
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Actions
A wide range of sales activities, such as sending introductory emails, making follow-up calls, responding to enquiries, updating subscription status, and assigning tasks, are performed on a regular basis by sales and other teams.
These activities are important to stay engaged with the prospects, build customer satisfaction, maintain accurate information in the database, and keep other team members informed of the latest developments.
They require more time, precision, and consistent effort, which can be managed easily through automation.
In this video, you will learn to identify such activities and automate them based on specific conditions.
Useful link: Email NotificationsTasksSetting Field UpdatesCreating WebhooksAssociate Functions
How many different types of actions can be created within CRM?
Seven
Incorrect
Sorry! Five different types of actions can be created within CRM.
Five
Correct
Well done! Five different types of actions can be created within CRM.
Three
Incorrect
Sorry! Five different types of actions can be created within CRM.
The actions can be associated to:
Workflow rules, blueprint, approval process
Correct
Well done! The actions can be associated to workflow rules, blueprint, approval process.
Only workflow rules
Incorrect
Sorry! The actions can be associated to workflow rules, blueprint, approval process.
None of the above
Incorrect
Sorry! The actions can be associated to workflow rules, blueprint, approval process.
Actions in CRM are:
Completely automated
Incorrect
Sorry! The actions in CRM are partially manual.
Partially manual
Correct
Well done! The actions in CRM are partially manual.
What does a webhook allow you to do?
You can communicate with third party applications by sending instant web notifications.
Correct
Well done! It allows you to communicate with third party applications by sending instant web notifications.
You can communicate with third-party applications and update Zoho CRM with responses received.
Incorrect
Sorry! It allows you to communicate with third party applications by sending instant web notifications.
What is the purpose of a function?
You can communicate with third-party applications by sending instant web notifications.
Incorrect
Sorry! This is what a webhook allows you to do.
You can assign tasks to users when Workflow Rules, Approval Processes, or Blueprints are executed.
Incorrect
Sorry! It allows you to communicate with third-party applications and update Zoho CRM with responses received.
You can communicate with third-party applications and update Zoho CRM with responses received.
Correct
Well done! It allows you to communicate with third-party applications and update Zoho CRM with responses received.
Workflow rules, Approval processes, and Blueprints created for a module can have actions that are created for the same module
True
Correct
Well done! They can have actions that are created for the same module.
False
Incorrect
Sorry! They can have actions that are created for the same module.
When are the actions that are created met?
As soon as they are created
Incorrect
Sorry! They are met when the criteria is met in associated features.
When the criteria is met in associated features
Correct
Well done! They are met when the criteria is met in associated features.
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