Overview

This article explains how to use the Workflow Enhancement Suite (WES) to update fields or to sum/count fields. Without WES, this solution would require custom deluge code to perform.

WES is an add-on feature that can be purchased on Zoho Marketplace: WES for Zoho CRM

How to Update Transaction Type?

How to Update Mortgage Name? 

How to Sum Lender Amounts?

How to close all open tasks on Mortgage Closed Stage?