Business processes

A business process can consist of a predefined form (Process Management form) and a series of approval steps, or only the approval steps without a form, that a NexJ CRM user can use to record and update information about their entities.

Although it can be possible to update the record for an entity manually, you might not have the appropriate permissions to edit the information directly, or you might require approval from other users when you make certain changes to records. Business processes allow you to follow a defined workflow and approval process to gather and modify information about your contacts or companies.

You can start business processes in the Business Processes tab on the Contacts workspace.

This information does not apply to households.