Business Process Flow

John Phillips

Business Process Flows are used to ensure that users enter data in a consistent manner and follow the correct steps each time. For example, you might want to create a business process flow to have everyone handle customer service requests the same way, or to require that people get approval for an invoice before submitting an order.

As an example of a Sales Business Process Flow:

Business Process Flow

Multiple stages can be defined – in the above example, these are Qualify, Develop, Propose and Close. These track the Sales Lead process from start to finish, ensuring that the required information is captured at each stage before advancing.