Create Plan For Custom Groups

If your organization doesn’t use any Business Process Flow, then sales managers can set up plans in custom groups. For example, if you are a manager in a finance company and want to create a plan for loan verification with Plan steps for home verification without using Business Process Flow, then you can create a plan on custom groups using the Business Process Checklist app.

With this feature, you can create both Process and Checklist - type plans on Custom Groups. To do the same, the user has to follow the steps given below:

• Process-Type plan for Custom Groups: In a Process-Type plan for Custom groups, tasks can only be performed in a pre-defined order.

• Checklist-Type Plan for Custom Groups: In a Checklist-Type plan for Custom Groups, tasks can be performed regardless of the set order.

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