​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 Rule

• Click the ‘ Create Rule’ button.

• Select the module where the reminder applies (e.g., Leads, Contacts, or Deals).

• Enter a Rule Name like “Follow-Up Call Reminder.”

• Optionally, add a description.

• Click Next.

Step 4: Set the Trigger

• Select “On a Date/Time”.

• Choose a date/time field, such as:

  • First Visit Date

• Define when to trigger the reminder, for example:

  • 1 day before Follow-up Date at 9:00 AM

• Click Next.

Step 5: Define the Condition

• If you want the rule to apply to all, choose ‘All Deals or Prospects’ Depending on the Module.

• If you want to apply it only to certain types of records, choose ‘(Module Name) matching certain conditions’ and set your criteria (e.g., Lead Status is "Interested").

• Click Next.

Step 6: Set the Action – Create a Task

• Click ‘Instant Actions’ > ‘Task’.

• Fill out task details:

  • Subject: “Make Follow-Up Call”

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

  • Status: Not Started

  • Priority: Normal or High

  • Assign To: Record Owner or a specific user

• Click Save.

Step 8: Save and Activate

• Review the workflow rule.

• Click Save & Activate to enable the automation.