Reschedule Salesperson to a Terminal
How to reschedule Salesperson to a Terminal
September 10, 2020
HyperC lets you fix scheduling in place for your Salesperson to a Terminal with your data from Zoho — no code required.
You have this ...
A list of Salespersons
with their parameters in Zoho
A list of Terminals
with parameters in Zoho
automatically do this!
reschedule to a Terminal
Automatically make scheduling changes in Zoho table
Workflows with Salesperson
How rescheduling Salesperson to a Terminal with Zoho Works
Step 1: Add Zoho as database connection.30 seconds
Step 2: Create a business rule to take Salesperson from Zoho and put to a Terminal table in Zoho.10 minutes
- Create more rules as needed, like completing an order by an employee.
Step 3: Create a goal rule with a check that all required actions are completed (like all orders are satisfied).1 minute
Step 4: Click “Create a new Process” to connect your data from Zoho (and/or other sources) with rules you just wrote.15 seconds
That’s it! You just saved most of the management work and optimized the process!