Contact processes

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 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.

Go To

• Scripts for contacts
• Buttons
• Account Management
• Feature Description