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What's New!

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 modified 4mo ago