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.