Multi-Entity Business Process Flow Support

Supports the ability to display or enable multi-entity Business Process Flow. Users can apply a specific entity Business Process Flow to multiple other entities through the Kanban Board.

For example, the “Lead to Opportunities Sales Process” BPF that primarily displays on the Lead entity, you can use this BPF on Opportunity entity too. This allows users to track records and their respective BPF stages on the Kanban board.

When a lead is qualified, it will begin to appear under the appropriate stage upon selecting the BPF on Opportunities.

Lead Qualification

It naturally moves to the next stage in Opportunity.

The same will now reflect on the Kanban Board:

Firstly, the BPF will start showing as available in the Options-

Board will show the record underneath an appropriate stage: