With SugarBPM (Business Process Management) you can streamline common business processes by managing approvals, sales processes, call triaging, sending reminders and more.
SugarBPM comes with a list of modules that interact to create a process flow (= Process Definition). We will show you how these modules work and how to easily use the drag-and-drop feature to build a visual process flow.
Following elements will be covered during this session:
- Get to know the canvas do design your process flows in Process Definitions
- How to incorporate Process Email Templates
- How to incorporate Business Rules
- How to validate, activate and test your process flows
- View and troubleshoot running processes in the Processes List
If you are looking for more in-depth knowledge on getting the most out of SugarBPMs tools, please check out our ‘SugarBPM for Ninjas‘ offer.