What's New!
Version 9.0.0.5
Features
Added capability to associate plans with existing records through custom actions
Version 9.0.0.1
Features
Provision for handling Failures/Error
View plans on record forms
Version 9.0.0.0
Features
Setup two types of Plans – Checklist type and Process type
Setup pre-defined process for CRM Users
Setup actionable steps (Email, Phone Call & Task & Custom Activities)
Setup process that has a set of steps with different stages or groups
Dynamic conditional steps within the process
Automatically associate or attach processes to records
View the set of activities for users to follow
Allow to mark the step as complete and can also see the progress
Supports both OOB and custom Business Process Flows
Supports both OOB and custom entities
Last updated