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Review Process
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Review Process
It is crucial for any business to verify the data that enters its database before it starts processing it to avoid delays due to incorrect or insufficient data.
A review process can help businesses keep an eye on the records that enter their CRM databases. By reviewing the values in advance, the sales team can have more confidence in the data and close more deals at a faster pace.
The review process allows reviewers to go through the values in individual fields and validate them before adding the record to the system. Notifications sent to the record submitters and reviewers at every stage ensure the process is completed promptly.
In this video, you will learn about the importance of review processes, how they work in Zoho CRM, and how to configure one in your account.
Useful link: Importance of review process
You can configure review process for both standard and custom modules in Zoho CRM.
True
Correct
Well done! You can configure review process for both standard and custom modules in Zoho CRM.
False
Incorrect
Sorry! You can configure review process for both standard and custom modules in Zoho CRM.
Why are the records in a review process not displayed in a module's list view?
To prevent sales reps from following up with them
Incorrect
Sorry! The records in a review process not displayed in a module's list view to prevent any automatic actions on them.
To prevent any automatic actions on them such as workflows, approvals, or blueprints that are automated to happen as soon as the records enter the CRM database
Correct
Well done! The records in a review process not displayed in a module's list view to prevent any automatic actions on them.
A single module can have multiple review processes associated with it.
True
Correct
Well done! A single module can have multiple review processes associated with it.
False
Incorrect
Sorry! A single module can have multiple review processes associated with it.
If the records meet the criteria in the rules of a review process, they will be awaiting approval in the:
Leads module
Incorrect
Sorry! They will be awaiting approval in the My Jobs module.
Contacts module
Incorrect
Sorry! They will be awaiting approval in the My Jobs module.
My Jobs module
Correct
Well done! They will be awaiting approval in the My Jobs module.
The review process will send records added from webforms, APIs, portals, and integrations with other applications for review.
True
Correct
Well done! The review process will send records added from webforms, APIs, portals, and integrations with other applications for review.
False
Incorrect
Sorry! The review process will send records added from webforms, APIs, portals, and integrations with other applications for review.
You can select the reviewers from any of the following categories:
Users, roles, groups, or record owners
Correct
Well done! You can select the reviewers users, roles, groups, or record owners.
Users or roles
Incorrect
Sorry! You can select the reviewers users, roles, groups, or record owners.
Roles or groups
Incorrect
Sorry! You can select the reviewers users, roles, groups, or record owners.
Users or record owners
Incorrect
Sorry! You can select the reviewers users, roles, groups, or record owners.
How many reviewers can be selected?
2
Incorrect
Sorry! You can select upto 5 reviewers.
5
Correct
Well done! You can select upto 5 reviewers.
1
Incorrect
Sorry! You can select upto 5 reviewers.
10
Incorrect
Sorry! You can select upto 5 reviewers.
What actions can be performed after records are submitted, reviewed, or rejected?
Send notification on submission
Incorrect
Sorry! This is just one of the many actions that can be performed after records are submitted, reviewed, or rejected.
Send notification on review completion
Incorrect
Sorry! This is just one of the many actions that can be performed after records are submitted, reviewed, or rejected.
Send notification on rejection
Incorrect
Sorry! This is just one of the many actions that can be performed after records are submitted, reviewed, or rejected.
SLA (service level agreement) escalation
Incorrect
Sorry! This is just one of the many actions that can be performed after records are submitted, reviewed, or rejected.
Any of the above
Correct
Well done! After records are submitted, reviewed, or rejected, one can send notification on submission, send notification on review completion, send notification on rejection or SLA (service level agreement) escalation.
None of the above
Incorrect
Sorry! After records are submitted, reviewed, or rejected, one can send notification on submission, send notification on review completion, send notification on rejection or SLA (service level agreement) escalation.
Can a long integer field be sent for review?
Yes
Correct
Well done! A long integer field can be sent for review.
No
Incorrect
Sorry! A long integer field can be sent for review.
Can a record be rejected if one of the fields under review is rejected?
Yes
Correct
Well done! When one of the fields is rejected, the option to reject the entire record will be available.
No
Incorrect
Sorry! When one of the fields is rejected, the option to reject the entire record will be available.
What happens if you delete a layout that has records awaiting review?
The records awaiting review will be deleted.
Incorrect
Sorry! You can choose another layout to continue reviewing the records.
You can choose another layout to continue reviewing the records
Correct
Well done! You can choose another layout to continue reviewing the records.
Records awaiting review can be mass deleted by:
The assigned reviewer
Incorrect
Sorry! Records can be mass deleted ONLY by the CRM administrators.
Any CRM user
Incorrect
Sorry! Records can be mass deleted ONLY by the CRM administrators.
The CRM administrator
Correct
Well done! Records can be mass deleted ONLY by the CRM administrators.
Why is a review process required in a business?
To review the performance of an organization's employees
Incorrect
Sorry! A review process is required in a business to verify the information in the records that enter the organization's database.
To review an organization's sales process
Incorrect
Sorry! A review process is required in a business to verify the information in the records that enter the organization's database.
To verify the information in the records that enter the organization's database
Correct
Well done! A review process is required in a business to verify the information in the records that enter the organization's database
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