Sales Force Automation in Zoho CRM covers the full revenue lifecycle from lead capture to closed deal:
Lead Management
- Capture leads from web forms, social media, cold import, API, third-party integrations, or manual entry.
- Lead Conversion: Convert Lead → Account + Contact + Deal. Bulk conversion allows selecting only required fields for mass conversion (2025 enhancement).
- Lead stages are customizable picklist values in the Lead Status field.
- Lead scoring via Zia and/or custom scoring rules.
- Assignment rules route leads to reps automatically.
Deal Pipeline Management
- Multiple pipelines per organization (one per layout in the Deals module).
- Visual Kanban view for drag-and-drop stage progression.
- Velocity tracking, deal aging reports.
- Blueprint for enforcing stage progression conditions.
- Deal Split / Team Selling (2025): Formally attribute multiple reps to one deal; split revenue credit by percentage.
Activity Management
- Calls: Log, schedule, and make calls from within CRM (via telephony integration or native logging).
- Tasks: To-do items with due dates, priority, and reminders.
- Meetings (Events): Calendar events with attendees; collaborative schedule management.
- Workqueue (Q1 2026): Unified daily activity queue for each rep.
Macros
Macros are sequences of actions (send email, update field, create task, call webhook) that can be manually triggered on selected records from a module list view. They accelerate repetitive operations without requiring full workflow automation configuration.
Source: (FAQs: Sales Force Automation).