CRM workflow — How to customize workflow actions and triggers in CRM — X2CRM

Welcome to the X2WorkFlow Manual!

About X2WorkFlow
The universal workflow engine and progress report that focuses on what your business needs to accomplish.

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X2WorkFlow is an easy-to-use, drag-and-drop workflow designer and engine that is included with every version of X2CRM. With X2WorkFlow, users can leverage all the data within X2CRM to easily model both simple and complex process flows. You start by selecting a “Trigger”, such as “Campaign Web Activity”, along with any associated conditions that must be met before any flow is activated. Then you simply drag-n-drop actions that will be automatically performed whenever the Trigger conditions are met, and configure parameters associated with each flow action.

Posts tagged CRM workflow

Triggers

X2CRM’s powerful secret is the Workflow Engine called X2WorkFlow that supports, automates, and tracks all of the customer interactions across the 20+ CRM modules. The automation occurs by a variety of workflow triggers which are outlined here.

Kathy EckelSeptember 30, 2020CRM workflow, Workflow triggers

X2WorkFlow Flow Actions

X2CRM is powerful because the customer relationship management platform is powered by a workflow engine called X2WorkFlow, There are over 30 actions that can be automated by X2WorkFlow, and this explains how to use them and what actions can happen.

Kathy EckelSeptember 23, 2020CRM workflow, workflow actions

Miscellany

X2CRM comes with a powerful workflow engine that powers the 20+ modules to deliver the best customer interactions.

Kathy EckelMay 12, 2019CRM workflow, enterprise workflow