Zoho CRM Campaign Automation & Pipeline Development

1) Build 3 pipelines in Zoho CRM documentation reference on attachment(Pipeline)
- Personal
- Commercial
- DMV

2) Build the automation for the pipeline campaigns with the following conditions, When a lead is in pipeline, and receive an incoming activity like a call, text and email, stop workflow and notify the assign owner and operational manager (Email and system notification); also add a task to the assign owner.

Piplines
(Foundation New Lead)
(Personal Pipeline )
- Working
- Quote Ready
- Quote Sent
- Quote Sent - Video Proposal
- Lost
- Non-Serviceable

(Commercial Pipeline)
- Working
- Quote Ready
- Quote Sent
- Quote Sent - Video Proposal
- Lost
- Non-Serviceable

Campaigns Templates:
https://docs.google.com/spreadsheets/d/1fKC9fI4wZo_9BvHKhJTH4rJasLjKTzCdu5Ezq8kcmo4/edit?usp=sharing

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