. Workflow
The workflow module helps to automate and streamline repetitive business processes with one new contact or existing user by capturing the data manually or automatically (form). It also ensures tasks are executed consistently, on time, and with minimal manual intervention. CRM Fab Builder software is integrated with a virtual representation of the workflow pipeline, helping users understand and build the workflow more effectively
Screen- Created Automated Workflow ![]() Screen-Created Automated workflow Access the Workflow Module
To access the Workflow module, follow the process outlined below: 1.Click the Three-Dot Menu from the left navigation panel. 2.Select Workflow from the available modules. The Workflow module page will open, displaying all existing workflows and available workflow management options.
![]() Screen-Access Automated Workflow Workflow Dashoard
After clicking on the Workflow module, the Workflow Dashboard is displayed. This screen contains the following components for creating and managing workflows.
Then list: A. Workflow Header B. Workflow Introduction Panel C. Workflow Management Table
![]() Screen- Workflow Dashboard
A. Workflow HeaderDisplays the Workflow module title and provides access to workflow creation. Purpose:
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B. Workflow Introduction PanelProvides an overview of workflow automation and quick access to workflow creation resources. Purpose:
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C. Workflow Management TableDisplays all created workflows along with their status, performance metrics, and management options. Purpose:
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