Building Effective Workflows In SugarCRM
This module is designed to teach you how to create and manage workflows and how defining a workflow allows you to track events, set out alerts, and execute any necessary actions when the specified conditions are met.
This course will enable you to:
Understand the complete Workflow engine in SugarCRM
Configure your SugarCRM system to enable workflows for various processes
Utilize the Sugar workflow components such as automated actions, conditions and alerts