workflow

VTiger Workflows Can Accomplish A Wide Range Of Tasks According To Your Directions

April 10, 2016
Article
Are you upset because of all the workforce and resources are being consumed by some data entry and other manual task? Spare yourself the tension and manage the tasks by creating Workflows in Vtiger 7 CRM. Workflows can enable automatic emails, updating profiles, sending alerts, and refreshing data for your company. This productive tool will also help ease your mind so that you can make room for other important things, lunch with the kids, for instance. It is actually quite simple to make workflows. It takes three simple steps: There are several actions you can execute on selected modules including email management, producing new records in different modules, upgrading fields, or task management. So selecting a module in workflow can accomplish a number of tasks. 1. Creating a New Workflow To setup a custom workflow in Vtiger 7 First of all click the Menu icon Then go to Settings And click Automation In Workflows, press