Workflows in Vtiger CRM will streamline your business by automating operations like sending emails, creating activities, updating fields, etc. As tasks are performed automatically, you need not have to execute them manually, saving you time.
Refer: How to create a workflow in Vtiger
Workflows are a unique Vtiger feature that help you automate repetitive tasks. A workflow needs the following to function:
- A trigger to activate it
- A set of entry criteria to be fulfilled after it is triggered
- A set of actions that must be executed when the entry criteria are met
The actions that a workflow can perform are:
You must specify the information above in a workflow to automate your tasks. To learn in detail about Workflows and its actions, click here