Course curriculum

  • 1

    Setting up the basics in your process

    • Intro to Process and how to access the process editor

    • Stages Setup

    • Adding Steps to Stages

    • Adding Details to Steps

    • Additional information Boxes (Who, What, Why)

    • Probability settings
  • 2

    Adding structure to your Process

    • Events Overview

    • Process Rules Overview

    • General Sales Project Process Settings