INTRODUCTION TO PROCESSES
- Automation of key business processes and procedures.
- Standardizing systems and procedures.
- What Are Processes?
- Types of Workflow
- Design Considerations
- Business Process Analysis
IMPLEMENTING AND CREATING WORKFLOW PROCESSES
- Creating Workflows
- Workflow Scope
- Starting Windows
- Workflow Steps
- Dynamic Values
CONFIGURING MULTISTAGE WORKFLOWS
- Stages
- A Set of Sales Process Workflows
- Testing the Sales Process Workflows
- Workflows and Sales Pipeline Reporting
- Extending Workflows
IMPLEMENTING AND CONFIGURING DIALOG PROCESSES
- What are Dialogs?
- Creating Dialogs
- Dialog Structure
- Running Dialogs
MANAGING PROCESSES
- Monitoring Processes
- Importing and Exporting Processes
- Process Security
- Importing Exporting Processes
- Process Security