crm3

Selecting Process Flows beneath the Administration tab displays the Process Types screen, illustrated below. Creating and maintaining/editing Process Types as an Administrator allows you to clearly define the various processes that are unique to your organization and the various departments within it. This will not only help you be more knowledgeable and coordinated in every facet of your business, but it will also help you know exactly where everything stands in any department with the click of a button. Existing Process Types are displayed on a Process Types list with the process’s Name and Description shown. To edit an existing Process Type, simply click on it and select Edit from the pop-up menu that is displayed.