I am a new user to the open source and virtualization world of turnkey with limited coding experience. I am playing around with Vtiger and Sugar CRM system to develop them for my small business. It’s a B2B and B2C flow but heavily on B2C where I am required with dealing with new leads and converting them into opportunities.
I started with Vtiger CRM trying to edit the workflow for such a business process and got confused by the whole terminology due to limited tutorial material on the internet. If there is other material that I haven’t come across or tutorial video’s that explain workflow in-depth I would highly appreciate the help. Customization of fields was not an issue, but to create a workflow that processes steps and assigns leads to individuals is the difficult task.
Having more success with tutorial material on Sugar CRM I noticed that the workflow management tool was not developed into the system. Is there another way to create a workflow without this tool implemented or I have to implement a code to run as workflow tool?
Thank you for your time