Create a Process

You can track multiple processes within your business independently. These are typically used to track your sales process separate from production. (e.g. Lead vs. Job)

Summary of Steps:

1. Go to Job > Edit Settings to create the process
2. Add new activities or assign existing activities to the process
3. (Optional) add new forms or assign existing forms to the process
4. Create a Template with the default activities and forms you want assigned to the process
5. (Optional) add new custom fields or assign existing custom fields to the process
   

Detailed Instructions:

1. Create the process
   1. Go to Job > Edit Settings
   2. Click on
   3. Click on and enter a name (e.g. Lead)
   4. (Optional) Double-click on Lead to change the sequence
2. Add activities to the process
   \
   1. Click on
   2. Click on
      • To add a new Activity Type click on
      • To assign existing activities to the process, click on No in the Process Column
        
3. (Optional) add new forms or assign existing forms to the process
   1. Click on
      • To add a new form, click on
      • To assign existing forms to the process, click on No in the Process Column
4. Create a Template of the default activities and forms you want assigned to the process
   1. Click on
   2. Click on the process (e.g. Lead)
   3. Click on and enter a name (e.g. Standard Lead)
   4. Click on to the right of Activity Types and select the desired activities
   5. (Optional) Click on to the right of Forms and select the desired form(s)
5. (Optional) add new custom fields or assign existing custom fields to the process
   1. Click on
      • To add a new field, click on
      • To assign existing fields to the process, click on