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 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?
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 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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