Home  >   FAQs   >  Why should I design the flow?

Why should I design the flow?

Table of Contents
Once you have decided on the scope and goals of your implementation, you need to design the process flow. In the flow, you will identify the features required in the CRM to handle your business transactions. 
For example, you will need to map the sales process, decide on the views to display data, the fields, etc. You can even plan the approval matrix if you are using the approval process.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2022 Vtiger. All rights reserved.