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 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 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?
What is Vtiger's Data Source Designer?
What is Zero-Copy Integration?
What are the benefits of Zero-Copy Integration?
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?
How do I use the Unique Record Identification (Key ID) for the Virtual modules in the mobile app?
How do I know how many Action Tasks are in a Process Flow in Vtiger CRM?
How do I view the current stage and details of processes for a specific lead or Contact?
What is a Process Design?
What are the actions available in the process design versions?

What is Vtiger CRM Process Designer?

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:
  • Designing and smoothening your business processes.
  •  Streamlining your automated business processes.
The Vtiger CRM Process Designer: 
  • 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. 
To know more about the Process Designer, click here.
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