Processes

Use processes to guide users through complex task in Aurea CRM.Web.

Processes are defined as:

• a simple task completed within one user session, like creating a new record with selecting a parent record first (example in UPDATE_DEFAULT: NewAppointment).
• a complex task spanning many user sessions, e.g. the opportunity process which starts with identifying an opportunity and ends weeks or months later with creating an offer (example in UPDATE_DEFAULT: MergeRecords).

You can either use and customize the processes and steps defined in UPDATE_DEFAULT or create your own custom processes. For further details, see Process Elements and Designing a Process.