What's New!
- Provision for handling Failures/Error
- View plans on record forms
- 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 modified 2mo ago