Navigation:  5 Using Total Enterprise CRM > 5.8 System administration > How to work with Admin? > How to create new workflow?

 

Business processes can be automated by creating workflows and applying them to records or allowing Total Enterprise CRM system to apply them automatically according to some pre-defined rules. The Workflow manager is a powerful feature that allows business processes and rules to be easily tailored inside Total Enterprise CRM system using an easily understood flow-chart system.

 

You can create a new workflow or edit any existing workflow by following these easy steps:

 

Step 1: Select 'Workflow'

 

 

On ribbon, click the "Admin" tab.

Under Workflows group, select "All Workflows".

 

Step 2: Select 'New'

 

 

Right click anywhere inside this window and from drop down menu, select "New"

 

Note:

You can also create a new workflow either by right-clicking on the workflow's grid and choosing "New" or by double clicking anywhere on blank area. You can also choose "New" command on quick-access toolbar.

 

Step 3: Create Workflow

 

 

Create the desired workflow and before closing give a name to this workflow.

 

Step 4: Click 'Save & Close'

When you have finished to enter all the desired info,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.