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Step 1: Log in to Zoho CRM

• Go to https://crm.zoho.com and sign in with your credentials.

Step 2: Access Workflow Rules

• From the top menu, click the gear icon (⚙️) to open Setup.

• Go to Setup > Automation > Workflow Rules.

Step 3: Create a New Workflow Rule

• Click the ‘ Create Rule’ button.

• Choose the Deals module.

• Enter a Rule Name like “Create Task on Stage Change.”

• Optionally, add a description.

• Click Next.

Step 4: Set the Trigger

• Choose ‘Record Action’.

• Select Edit as the action.

• Click Next.

Step 5: Define the Condition

• Under the condition, choose:

  • Stage is changed to “Negotiation” (or any specific stage you want).

• You can add more criteria if needed (e.g., Deal Amount > $10,000).

• Click Next.

Step 6: Set the Action – Create a Task

• Click ‘Instant Actions’ > ‘Task’.

• Fill in the task details:

  • Subject: e.g., “Follow up on Negotiation Stage”

  • Due Date: e.g., 1 day from the trigger

  • Status: Not Started

  • Priority: Normal or High

  • Assign To: Record Owner or a specific user or role

• Click Save.

Step 7: Save and Activate

• Review the rule setup.

• Click Save & Activate to put the rule into action.