Workflow Management

Sometimes to improve efficiency, you have to turn repetition into automation. This guide demonstrates how to use Workflows to manage the repetitive parts of your day automatically.

Interactive demo — click through at your own pace

In this video guide, you’ll find out how to:

create new workflow rules;
configure triggers, conditions, and actions.

Next step

Try it in EspoCRM

Open a working demo and follow the same steps in a real system.

Try the live demo

All video tutorials

18 guides

Accounts Contacts Leads Opportunity Tracking Calendar and Activities Data Import Using Print to PDF Reports and Analytics Data Export Security Roles Entity Manager Dynamic Logic Configuration Working Time Calendar Organization Meeting Scheduler Configuration Web-to-Lead Guide Customer Portal Administration Workflow Management Business Process Management (BPM)