With the Workflow Enhancement Suite (WES), autofill fields in Zoho CRM using a simple drag-and-drop interface in the workflow editor—no custom code needed! WES supports data within the same Zoho CRM module or from a lookup record, and even updates related list records. Ever wanted to update a contact address with the account address? WES can do this automatically! As a bonus, WES now provides the ability to aggregate (sum, count, maximum, etc.) data from related list records to a common lookup. A great example is that it can sum Zoho CRM's Amount for Closed Won field for all deals under a single account. As your business needs change, the drag-and-drop editor makes it easy to update on the fly.
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You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
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You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
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BluRoot is a Zoho Premium Partner that works focuses on training and empowering users and admins to "own" their Zoho stack. We also have a vertical for mortgage brokers called "BluMortgage".
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Hello,
I would recommend you to try WES for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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