How to Configure the Workflow Module in Suite CRM

Workflows is a module for SuiteCRM allowing users to create custom workflow processes. Historically this module was called Advanced Open Workflow (AOW). It allows users to trigger various system actions based on conditions from any SuiteCRM module.

SuiteCRM is a free and open source customer relationship management (CRM) solution that gives users highly actionable insights on which to base critical business decisions, actions, and strategies.

Leads module
Target module
Calendar module
Contact module
etc..

Accounts module is the centralised base from which you can create an association with most records in SuiteCRM. It is possible to create a relationship with Contacts, Converted Leads, Opportunities, any Activity such as Emails or Meetings and Cases. Accounts in SuiteCRM will typically hold all information specific to a company that your organisation will have a relationship with. In real world terms an Account may be a business entity that is a qualified Sales Prospect, Customer, Supplier or Re-seller and can be used to track all interactions that take place between these entities and your organisation.

Contact is an individual who is typically associated with an Account and Opportunity. This module allows you to manage all contacts.