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?
What is a Flowchart?
What is a Workflow?
What are business rules?
What is a Process Designer?
What is a process design?
What are Process Designer components?
What is Process Designer Components Menu?
How to Add Action?
How to Add Condition?
How to access Wait Time?
How to Add Label?
How to Delete?
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 to activate and deactivate process design versions?
What is Process Designer Summary View?
How to view Process History for process design versions?
What are actions for process design versions?
What are actions for process design records?
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.
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