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. 
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.
- Enter a name for the new Process Type in the Name text field.
- 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.
- 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.
- Select the Repeatable, Closes and/or Ends checkbox, as appropriate.
- Click Add to add the Step to the Stage you are working on and continue adding additional steps, as necessary.
- When finished, click Save to save the Process Type to the system. It will now be displayed on the Process Types list.
- Click Cancel to exit the Process Type Editor screen without saving the new Process Type to the system.
Selecting a Process Type on the Process Types list and selecting Edit from the pop-up menu that appears displays the Process Type Editor for that Process Type. Following the procedure outlined on the previous page, make any necessary modifications to the Process Type’s settings and click Save to save those changes to the system.
If you are going to create a Process Type that is similar to an existing Process Type, you can quickly create a Clone of that Process Type and make modifications to it, rather than starting from scratch; a great time-saving feature. Simply select the existing Process Type on the Process Types list and select Clone from the pop-up menu that displays; the Clone Process window, illustrated below, for that Process Type allows you create a copy (Clone) that Process Type.
- Click OK to create the Clone or click Cancel to close this window without creating the Clone. The cloned version of the Process Type is displayed on the Process Type list with _CLONE appended to the name, as shown in the following illustration.
- Select the cloned Process Type and select Edit on the pop-up menu to open the Process Type Editor and change the Process Type’s name, make any modifications necessary to satisfy the requirements of your new Process Type, then click Save to save it to the system.