The user wants to automatically assign leads based on territory (state/country) using workflow rules, instead of manual routing.
I've been building Zoho automations for a while now and wanted to share some quick wins that most people miss: 1. Auto-assign leads by territory using workflow rules. Instead of manually routing, set up a workflow rule with criteria based on state/country fields. Takes 5 min. 2. Use Deluge scheduled functions to clean stale deals. Write a simple script that runs weekly to move deals older than 90 days with no activity to a "Stale" stage. Keeps your pipeline honest. 3. Zoho Flow for connecting non-Zoho apps. If you're manually copying data from Stripe, QuickBooks, or Slack into Zoho, Flow can handle it automatically with zero code. 4. Blueprint for enforcing sales process. Most teams skip this but it's one of the most powerful CRM features. Forces reps to follow your exact process. If anyone has Zoho automation questions or is stuck on something, drop it in the comments and I'll try to help out.