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How to go access the Process Designer module?

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Follow these steps to go to the Process Designer and create a process design. 
  1. Login to your CRM account.
  2. Click the User Menu.
  3. Click Platform.
  4. Look for Designers.
  5. Select Process Designer. You will be directed to the Process Designer module.
  6. Click +Add Process. You will be directed to the Add Process window.
  7. 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.

To know more about the Process Designer, click here.

 

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