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Business Process Management

Click a topic to see step-by-step instructions to do the following:

• Creating Workflow Rules
• Restricting Workflow Rules to Specific Channels or Roles
• Creating Workflow Actions: Assign a Book
• Creating Workflow Actions: Create Integration Event
• Creating Workflow Actions: Create Task
• Creating Workflow Actions: Send Email
• Creating Workflow Actions: Update Field After Wait
• Creating Workflow Actions: Update Values
• Creating Workflow Actions: Wait
• Changing the Order of Workflow Rule Actions
• Changing the Order of Workflow Rules
• Deactivating Workflow Rules and Actions
• Deleting Workflow Rules and Actions
• Viewing Workflow Instances
• Deleting Instances from the Workflow Monitor
• Setting Up Assignment Rules
• Mapping Additional Fields During Lead Conversion
• Creating Lead Conversion Layouts
• Setting Up the Forecast Definition
• Updating the Forecast Definition
• Setting Up Sales Processes, Categories, and Coaches
• Customizing Your Company's Industry List

Related Topics

See the following topics for related information:

• About Assignment Rules
• Lead Conversion Administration
• Workflow Configuration
• Workflow Monitor