FAQs in this section
What are the benefits of using Process Designer?
What are the feature and edition availability for Vtiger CRM?
What is a business process in the process designer?
What is a Flowchart in the process designer?
What is a Workflow in the process designer?
What is a Process Designer?
What is a process design?
What are Process Designer components?
What is Process Designer Components Menu?
How to add an action in the process designer?
How do I add a condition in the process designer?
How do I add Wait Time in the process designer?
How do I add a label in the process designer?
How can I delete a component in the process designer?
What are Vtiger CRM Process Designer keyboard shortcuts?
How to go access the Process Designer module?
How to create a process flow for a business process?
What are process design versions?
How do I activate and deactivate process design versions?
How do i I access Process Designer Summary View?
How to view Process History for process design versions?
What are actions available in the process design versions?
What are the actions available in process design records?
Can I link flows in the Process Designer to multiple loops?
What is Fetch Records action in Process designer?
How do I use the Unique Record Identification (Key ID) for the Virtual modules in the mobile app?
What are the benefits of Zero-Copy Integration?
What is Zero-Copy Integration?
What is Vtiger's Data Source Designer?
Which merge tag should I use to dynamically display the current page number?
How do I fetch data from Vtiger using the Code Editor?
How do I create a virtual module in the CRM?
What is Vtiger CRM Process Designer?
Table of Contents
Vtiger CRM’s Process Designer module facilitates users with a graphical interface to create systematic business workflows.
Process Designer offers a convenient flowchart tool that helps in:
Process Designer offers a convenient flowchart tool that helps in:
- Designing and smoothening your business processes.
- Streamlining your automated business processes.
- Provides you with an easy-to-use interface with tools and components to create a workflow or a flowchart.
- Lets you configure various business activities including conditions, actions, and duration as needed for the process.
- Helps you publish a workflow or activate it or save it as a draft.
- Automatically triggers and executes the workflow for your business in the CRM once you publish it.
- Allows you edit flows that are in saved or draft stage.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment