Contact processes: Difference between revisions

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''This is a help article about '''Contact processes'''. You can also refer to a separate article on [[Task processes]].''
''This is a help article about '''Contact processes'''. You can also refer to a separate article on [[Task processes]].''


Contact processes let you [[Scripts for contacts | specify a set of scripts]] and [[buttons]] for each type of [[Contacts | contact]].
Contact processes let you [[Scripts for contacts | specify a set of scripts]] and [[buttons]] for each [[Contacts|contact]] type, which are applied specifically to these contacts.


You can create new contact processes or edit existing ones in '''Account management / Contact processes''':
You can create new contact processes or edit existing ones in '''Account management / Contact processes''':

Latest revision as of 09:09, 11 December 2024

This is a help article about Contact processes. You can also refer to a separate article on Task processes.

Contact processes let you specify a set of scripts and buttons for each contact type, which are applied specifically to these contacts.

You can create new contact processes or edit existing ones in Account management / Contact processes:

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A process can include Scripts for contacts and Buttons:

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A process can be selected in each contact template:

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The actions of the scripts and buttons added to a process will be applied to the contacts created using this template.


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