FAQs in this section
What is Vtiger CRM Process Designer?
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 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?
How to go access the Process Designer module?
Table of Contents
Follow these steps to go to the Process Designer and create a process design.
- Login to your CRM account.
- Click the User Menu.
- Click Platform.
- Look for Designers.
- Select Process Designer. You will be directed to the Process Designer module.
- Click +Add Process. You will be directed to the Add Process window.
- Enter the following information in the below fields:
- Name: Enter the name of the process.
- Module: Select the module for which the process is designed.
- Status: Select the status as Active or Inactive. While setting up a process, status is always Active.
- Assigned to: Assign an owner to the process design record.
- Note: Status and Assigned to fields are auto-filled but can be edited.
- Click Edit Process.
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