Process Designer

Vtiger CRM’s Process Designer module provides users with a graphical interface that simplifies the creation of systematic business workflows. This is designed to help users design and streamline their business processes using a convenient flowchart tool.

The Vtiger CRM Process Designer:

• Provides you with an easy-to-use interface with tools and components to create a workflow or a flowchart.
• Lets you configure various business activities including conditions, actions, and duration as needed for the process.
• Helps you publish a workflow or activate it or save it as a draft.
• Automatically triggers and executes the workflow for your business in the CRM once you publish it.
• Allows you edit flows that are in saved or draft stage.
• Is accessible to all (admin and non-admin) users in Vtiger CRM.
• It is a very user-friendly feature enabled for all users. Any Vtiger CRM user can very conveniently access and use the Process Designer and design their business processes.

Benefits of using Process Designer :

• Allows you to configure a business process’s workflows, etc., available on different paths into a single flow chart.
• Helps you identify gaps and errors in the process.
• Offers smart administration by easily translating flowcharts to real business workflows. Helps you troubleshoot and smoothen the process.

For more details and examples on Process Designer refer this guide