Contact processes: Difference between revisions
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Contact processes let you specify a set of scripts and buttons for each type of contact. | Contact processes let you specify a set of scripts and buttons for each type of [[Contacts | contact]]. | ||
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''': | ||
Revision as of 07:58, 30 May 2020
Contact processes let you specify a set of scripts and buttons for each type of contact. You can create new contact processes or edit existing ones in Account management / Contact processes:
A process can include Scripts for contacts and Buttons:
A process can be selected in each contact template:
The actions of the scripts and buttons added to a process will be applied to the contacts created using this template.