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vtiger CRM by Ian D. Rossi

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Time for action - creating a workflow: Introductory call reminder

Now we're going to a little more with workflows — we're going to create a task as a result of a lead assignment:

  1. From within the Workflows module, click on New Workflow:
    Time for action - creating a workflow: Introductory call reminder
  2. Choose to create a workflow for the Leads module:
    Time for action - creating a workflow: Introductory call reminder
  3. Let's call this workflow Introductory Phone Call. Let's run it Only on the first save. Click on Save to continue:
    Time for action - creating a workflow: Introductory call reminder
  4. On the next screen, click on New Task to create the Todo: ...

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