crm3

Clicking Add Process Type on the Process Types screen displays the Process Type Editor screen, illustrated below, which is used to add additional Process Types to CRM3® . Follow the steps below to add a Process Type to the system.

1. Enter a name for the new Process Type in the Name text field.
2. Enter a description for the new Process Type in the Description text field.

Enter a name for the first Stage of the new Process Type in the Stage text field. Click Add to add the stage and continue to add Stages, as necessary.

1. Enter the first Step within the first Stage of the process in the Step text field, select a follow-up parameter from the Follow up list and then select the time parameter for that action from the second Follow up list.
2. Select the Repeatable, Closes and/or Ends checkbox, as appropriate.
3. Click Add to add the Step to the Stage you are working on and continue adding additional steps, as necessary.
4. When finished, click Save to save the Process Type to the system. It will now be displayed on the Process Types list.
5. Click Cancel to exit the Process Type Editor screen without saving the new Process Type to the system.