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Workflow of CRM


#1

Please help me to findout the workflow of CRM module along with Default ToDo. when we submit the approval, default ToDo list have to generate automatically. can anyone help me to clear the query???


#2

Hello, @Anju thanks for reaching out. Check out this link to learn more about WorkFlows in ERPNext. Alternatively, what kind of workflow are you looking to map under CRM? Lead-Opportunity-Customer cycle or Quotation-Sales Order-Delivery Note-Sales Invoice cycle?


#3

These videos might help



#4