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Add a Process
Use the Process Stages panel to add a process.
To add a process
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In the Navigation pane, click System Codes and Settings > Accounts > Process Stages.
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Click the plus sign (+). The panel appears in add mode.
Types: Type of process.
Name: Name of process.
Description: Description of process.
Start Process: Stage at which to start the process.
Stages
ID: Code that the system assigns to identify the stage.
Name: Name of the stage.
Description: Description of the stage.
Is End: If selected, this stage is the last stage in the process.
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Complete the information and then click Save.
Note: For information about adding a stage to the process, see Add a Stage to a Process.