How to set up Workflow in Laravel CRM?

What is Workflow Automation?

Workflow Automation, are a set of actions that are executed when certain specified conditions are met. Workflow automation systems are designed to free up your employees time, so they can focus on more valuable tasks that call for human intelligence. In this blog post, we will discuss the “How to set up the Workflow in Laravel CRM.“

Workflow Automation in Krayin

In Krayin CRM, workflow automation can help in multiple ways. Automated data monitoring can trigger reminders to sales and marketing teams to complete certain tasks. After that you can establish the rules and logic, automated workflows can send emails, set up reminders, schedule tasks, trigger drip campaigns, and more.

Key benefits of Workflow Automation:

• Save times
• Reduce human error
• Boosts productivity
• Increase customer and vendor trust
• Lessens paperwork
• Keep your company available

Quick steps to set up Workflows:

Login to your Krayin CRM, go to Dashboard ⇾ Setting ⇾ Workflow, here you can see create workflow button then click there.

While creating the workflow in Krayin, you need to fill basic details:

• Enter the name of the event.
• Write the description of the event.

• In the event, you have to select the Lead, Activities, Person or Quotes and inside that you need to select the actions like create, update or deleted.

• You can set conditions, for specific Events, and are triggered on specific occasions.

• Next, you have to add the action and choose the action from the dropdown.

• Hit on the “Save as Workflow” to create.

Use of filter in Workflow:

Sometimes it’s very difficult to find out the desired item, for that you can use filter. Go to filter, put ID and Name there and can find out your desired workflow.

Edit workflow:

While you edit the workflow, then you have to go to Dashboard ⇾ Setting ⇾ Workflows ⇾ Edit workflow and that save as workflow or go back then you can see the edited workflow.

Conclusion:

In Krayin CRM, Workflow automation can help companies shed the manual tasks that suck up too many valuable hours. This way, your business can multitask without hiring large teams, increase productivity, boost sales, improve the bottom line, and most importantly, enhance customer and client satisfaction.

Hope this is helpful for you If you have any issue feel free to raise a ticket at https://webkul.uvdesk.com/en/.