How to go access the Process Designer module?

Follow these steps to go to the Process Designer and create a process design.

Login to your CRM account.
Click the User Menu.
Click Platform.
Look for Designers.
Select Process Designer. You will be directed to the Process Designer module.
Click +Add Process. You will be directed to the Add Process window.
Enter the following information in the below fields:
1. Name: Enter the name of the process.
2. Module: Select the module for which the process is designed.
3. Status: Select the status as Active or Inactive. While setting up a process, status is always Active.
4. Assigned to: Assign an owner to the process design record.
  1. Note: Status and Assigned to fields are auto-filled but can be edited.
5. Click Edit Process.

You will be directed to the Add Process window, where you can design and publish process designs for your business processes.

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