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To Create Workflow in CRM

To Create Workflow in CRM

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1. Go to settings of CentraHub CRM. Type Workflow in the search box on the left side of the screen.

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2. Click on Workflow to Create a New Workflow.

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3. On the Workflow List page, enter the relevant details.

4. Click Next to proceed.

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Field Specification for Workflow List

Definition

To define the workflow.

1. WorkFlow Name

Enter Workflow name that has to be automated. (In this case, it is Scheduling mass Email)

2. Execute On

Refers to the Module to which the WorkFlow would be linked.

3. Evaluate On

Refers to the condition on which the WorkFlow would to be automated. (To Schedule Mass Mail on a Periodic basis, select the Periodic option and Define Frequency template on a periodic basis).

4. Priority

Refers to the priority of executing a WorkFlow, when there are other WorkFlows linked to the same Module.

Priority=1

If Priority =1, then that WorkFlow would be automated first.

Priority=2

If Priority =2, then that WorkFlow would be automated second in the order, with respect to a particular Module.

Note: Like ways, Priority can be assigned to any WorkFlow.

Steps to Set the Actions in WorkFlow:

Steps to Set the Actions in WorkFlow:

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1. Select the Actions to trigger the workflow.

2. Click on any workflow Action to enable it (i.e., Email, SMS, Task, Update module, etc.)

Steps to Set Time-based actions

Steps to Set Time-based actions

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1. Click on any Time-Based Action to trigger it (i.e., Email, SMS, Task, Update module, etc.)

2. Click Finish.

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