Configuring Workflow Rules in Zoho CRM

Configuring Workflow Rules in Zoho CRM

Zoho Workflow Guidance


Where can I get further information about configuring Workflow Rules in Zoho CRM:


Zoho Edition Limits


Edition
Maximum Number of Rules per Module
Maximum Number of Criteria per Workflow
Zoho CRM Free Edition
1
1
Zoho CRM Standard Edition
6
5
Zoho CRM Professional Edition
20
5
Zoho CRM Enterprise Edition
50
10

Miscellaneous Notes

Within a Workflow you can set criteria. These can be nested (a combination of AND or OR crteria). You can have a maximum of 25 nested criteria.

Published: February 2019
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