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vtiger CRM by Ian D. Rossi

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Time for action - creating a workflow: thank you note

Let's start with example #1 — the thank you note.

Note

For more information on cron commands, such as how to run them every hour or every 15 minutes, please see http://en.wikipedia.org/wiki/Cron.

  1. In vtiger CRM, go to Settings:
    Time for action - creating a workflow: thank you note
  2. Now click on Workflows:
    Time for action - creating a workflow: thank you note
  3. Click on the New Workflow button:
    Time for action - creating a workflow: thank you note
  4. When the Create Workflow popup box opens, choose For Module and Create a workflow for Accounts. Click on Create:
  5. On the ...

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