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vtiger CRM by Ian D. Rossi

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Time for action - creating a conditional workflow

  1. From within the Workflows module, click New Workflow:
    Time for action - creating a conditional workflow
  2. Let's create a workflow for the Potentials module:
    Time for action - creating a conditional workflow
  3. Let's call this workflow Big Business Alert and let's run it Every time the record is saved. This will allow us to capture subsequent changes even after the first time the record is created. Now click on New Condition:
    Time for action - creating a conditional workflow
  4. Choose the Amount field from the field list drop down and choose greater than or equal ...

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