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What is a process design?

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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.

An illustration of a process design

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.



 
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