Reviewing a particular set of data – for accuracy, validity, or any other factor – manually can get pretty tedious really fast. On top of that, maintaining a particular pace and accuracy is also not feasible when there are countless entries to sift through and evaluate. This is where the Zoho creator review process can help you.
With the help of Zoho creator reviews, you can create a barrier so that no irrelevant data enters your system. The data that falls under this process is isolated. Therefore, it can’t be mistakenly used in any of the other automation processes such as workflows, blueprints, and so on.
To make your life easier, we’ll walk you through the Zoho CRM review process.
When setting up a Zoho CRM review process, you can configure it for standard as well as custom modules. Each module can have multiple processes. All you need to do is choose the fields on which the review will be based, along with the reviewer(s).
Follow the steps given below to start the automation process:
Some actions you’ll come across are:
The final step in the Zoho CRM review process is setting up the “Reasons For Record Rejection.” The default options you’ll get are:
You can add up to 10 such reasons when configuring this section.
Once you’ve added the reasons, click on “Save” to store the whole process.
To access the analytics, you’ll have to:
To help you figure out how well the Zoho CRM review process is faring, reports are developed based on four different factors:
Therefore, the Zoho CRM review process doesn’t just give you the opportunity to create and customize the process but also analyze it. This helps you get a deeper insight into the process and see what changes you can make to improve future processes. To find out how else Zoho CRM can improve your business, contact to our zoho crm consulting partner.