FAQs in this section
What are Process Designer components?
What are actions available in the process design versions?
What is Process Designer Components Menu?
How to add an action in the process designer?
What are Vtiger CRM Process Designer keyboard shortcuts?
What is Vtiger CRM Process Designer?
What are the benefits of using Process Designer?
How to go access the Process Designer module?
How to create a process flow for a business process?
What is a Process Designer?
What are process design versions?
How do I add a condition in the process designer?
How to view Process History for process design versions?
What are the feature and edition availability for Vtiger CRM?
What is a business process in the process designer?
What is a Flowchart in the process designer?
What is a Workflow in the process designer?
What is a process design?
How do I add Wait Time in the process designer?
How do I add a label in the process designer?
What are the actions available in process design records?
How can I delete a component in the process designer?
How do I activate and deactivate process design versions?
Can I link flows in the Process Designer to multiple loops?
How do i I access Process Designer Summary View?
Table of Contents
Follow these steps to go to the Process Designer Summary View:
- Login to your CRM account.
- Click the User Menu.
- Click Platform.
- Look for Designers.
- Select Process Designer.
- Click a process design record. You will be directed to the Summary View of the process design record. The Summary View displays the process design versions available for a process design record.
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