Business process design lead/task

Question

I created a business process in the lead and a task, how to set up the design correctly, so that in the business process all information about the client that is in the "Contacts" application is indicated, for example, I indicate the client and all the information that is in the client's card is duplicated in the business process.
Also, how to add a section to the business process design where you can set the date and time of the next call?
thank you.

Answer 1

Olmonic

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In the business process interface, you need to add contact fields and additional fields with the type "date" in the block

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13.06.2023, 11:37

Інтегратор CRM+ERP. Компания Olmonic Original comment available on version: ua

Business process design lead/task

Answers:

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