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How to Configure the Workflow Module in Suite CRM

Configuration Of The Workflow Module In Suite CRM

Workflows is a module for SuiteCRM allowing users to create custom workflow processes. Historically this module was called Advanced Open Workflow (AOW). It allows users to trigger various system actions based on conditions from any SuiteCRM module. This video covers the method to confogure the workflow module in SuiteCRM

Create a new workflow module Configure the workflow module name Configure the condition for workflow Now add the action and relationship between leads to target list

Now to create a new lead by using the title has yoga class The lead has been created successfully Now go to workflow module and open the newly create module Now you can see the lead has been redirect to the process aduit Now go to the target list

You can see the lead automatically added to target list by using the workflow With this the Configure The Workflow Module In Suite CRM comes to end

Tag : SuiteCRM
FAQ
Q
What are the features of Contacts module in Suite CRM?
A
Contact is an individual who is typically associated with an Account and Opportunity. This module allows you to manage all contacts.
Q
What are the features of Account module in Suite CRM?
A
Accounts module is the centralised base from which you can create an association with most records in SuiteCRM. It is possible to create a relationship with Contacts, Converted Leads, Opportunities, any Activity such as Emails or Meetings and Cases. Accounts in SuiteCRM will typically hold all information specific to a company that your organisation will have a relationship with. In real world terms an Account may be a business entity that is a qualified Sales Prospect, Customer, Supplier or Re-seller and can be used to track all interactions that take place between these entities and your organisation.
Q
What are the modules that available in suite crm?
A
Leads module
Target module
Calendar module
Contact module
etc..
Q
What is use of Suite crm?
A
SuiteCRM is a free and open source customer relationship management (CRM) solution that gives users highly actionable insights on which to base critical business decisions, actions, and strategies.
Q
What are the use of Workflow modules in Suite crm?
A
Workflows is a module for SuiteCRM allowing users to create custom workflow processes. Historically this module was called Advanced Open Workflow (AOW). It allows users to trigger various system actions based on conditions from any SuiteCRM module.