What is a process design?
Let us first understand what a process design or flow is. A process design is a systematic illustration of your business workflow and comprises various tasks, criteria, and task durations.With Vtiger CRM Process Designer, you can:- Design a process flow.
- Configure various business rules to be executed such as:
- Conditions
- Actions to be taken
- Tasks
- Wait time or duration
- Create a process flow for every process in your business.
- Create multiple workflows for each design.
Note: The Process Designer allows a maximum of 5 workflows for one process design.