How to Achieve Potential Name Automation Using Zoho CRM’s Custom Functions

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Technology is supposed to make your life easier, which is why if you have access to it but you’re taking advantage of it, then you’re not making the most of what you have. Zoho CRM is a powerful tool that can make it easier for you and your staff to manage and deal with day to day operations. It has a wide range of custom functions that can be used in many ways, depending on the organisational requirements of your company.

One way to use Zoho CRM’s many custom functions to make your job easier is through potential name automation. By automating the process of getting potential names, you can save time and effort. It can also help increase business productivity. Here’s how you can use custom functions to set up potential name automation.

    • Step 1

Go to Setup then click on Workflow Rules under Automation. Click on Create Rule. From the drop down menu, select the module you want to apply your chosen rule to. Enter your preferred rule name and description. Click on next when you’re done.

    • Step 2

Now determine when you want to execute this rule. For example, if you want to execute the rule upon creation, click on Create underneath On a record action. Then, select Records matching the conditions and put “contact name is not empty.” Once you’re done, click on Next.

    • Step 3

Under instant action, click on Custom Function. This will provide you with a list of existing custom functions to choose from. If you’re creating a new custom function, click on New Deluge then, write your own function.

In this interface, there are different program commands on the left side of the screen that you can drag and drop. You also have the option to use free flow scripting, which allows you to type your coding from scratch.

    • Step 4

To use free flow scripting, click on Edit arguments. Then, change your method name and add an argument. Then, type in your code. When you’re done, click on Save and Execute and test the code.

    • Step 5

To test the code, you’ll need to grab a potential ID from a potential name. When you open a potential, you can find the potential ID on the top of the screen. Copy this ID and paste it on the Execute Script dialogue box for testing. When you’re finished, click on save.

    • Step 6

Try adding a new potential and see if the code works. If it works, the potential name will be updated automatically when you refresh the page.

With these steps, you should be able to enjoy the advantages offered by potential name automation. Be sure to explore the other custom functions of Zoho CRM so you can make your job easier.

2019-05-29T16:58:17+10:00

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