Setting up workflows in SuiteCRM 8 is easy if you know how. Plus they save so much time and make sure nothing falls through the cracks. This is complete walk-through tutorial on how to create your own quote follow up automation in SuiteCRM 8 using the workflow module.
Below is the workflow we are going to create.
![quote follow up workflow](https://igosalesandmarketing.com/wp-content/uploads/2022/10/Pasted.jpg)
In this tutorial, we’re going to assume you’ve already created email template #1 and #2.
Create the email workflows
Quote Follow Up Email #1
![quote follow up email example](https://igosalesandmarketing.com/wp-content/uploads/2022/10/Pasted-1-1024x513.jpg)
![suitecrm 8 workflow conditions](https://igosalesandmarketing.com/wp-content/uploads/2022/10/Pasted-2-1024x168.jpg)
![suitecrm8 workflow example](https://igosalesandmarketing.com/wp-content/uploads/2022/10/Pasted-3-1024x253.jpg)
For Email #2 just duplicate workflow #1 and change the date to -14 days and of course change the email template in the actions to email template #2.
Create the Follow Up Call Workflow
The follow up call workflow is created the same way. The exception is instead of sending an email, we’ll be creating a record. That record will be a call. The complete settings are in the screen shots below.
![quote follow up calls automation](https://igosalesandmarketing.com/wp-content/uploads/2022/10/Pasted-4-1024x530.jpg)
![quote follow up call automation settings](https://igosalesandmarketing.com/wp-content/uploads/2022/10/Pasted-5-1024x178.jpg)
![workflow settings](https://igosalesandmarketing.com/wp-content/uploads/2022/10/Pasted-7-1024x745.jpg)
If you need help or have questions, I do this kind of consulting for a living. Check out my SuiteCRM consulting page.