By Aimee1 author10 articles
1. What is a Process? Why have a Process Management Solution?
2. The Structure of a Process
3. How to Find Your Processes & Tasks
4: How to Fill out Fields in Task Instructions
5. How to Send Emails
6. Tracking Calls in Processes
7: Adding Notes to Processes
8: How to Edit Tasks
9: What is Conditional Logic?
10: Starting Processes Individually and in Bulk