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