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Modifying details for business processes

Modify the details of a business process when you want to change information such as the description, assignees, start date, end date, reminder, priority, and notes.

Info

You can modify a business process only before it is submitted. Submitted business processes cannot be modified because they provide an audit trail and a historical record of updates to your contact, company, opportunity, and service request records.

To modify the details of a business process:

  1. Navigate to the Contacts workspace to modify a business process for a contact or company. Navigate to the Opportunities workspace to modify a business process for an opportunity. Navigate to the Service Requests workspace to modify a business process for a service request.
  2. Select the contact, company, opportunity, or service request for whom you want to modify a business process.
    The record for the selected contact, company, opportunity, or service request is displayed.
  3. Click the Business Processes tab.
    A list of all business processes for the contact, company, opportunity, or service request is displayed.
  4. Click the Action button  for the business process whose details you want to modify, then select Edit.
    The Edit dialog opens.
  5. Click the Detail tab.
    The current details of the business process are displayed.
  6. Modify your desired details.

  7. Click OK to save the changes to the details for the business process.

    Info

    To save the changes and begin filling out the form, click Save and Dock instead.

    The Edit dialog closes.

Your changes to the details for the business process are saved.

Filling out business process forms