Smart processes represent a customizable type of element in CRM. Before, you had to adapt deals, leads, or estimates to the internal processes of your company. Now, you can create your own work scenarios.
In smart processes, you can set up:
- Pipelines and sales funnels
- Stages and kanban
- Automation rules and triggers
- Default access permissions for pipelines
Create a smart process
To create a smart process, go to CRM - Settings - Smart Process Automation.
Click Create in the top-right corner.
Then you can select a pre-configured SPA template: Essentials only or All options selected. They have scripts configured to work with the document list and CRM entities.
When choosing the Empty SPA template, you can make settings to create your own work scenario. Let's take it as an example.
Enter the name of your smart process in the SPA components section. Then configure the needed tools.
Set up SPA components
You can create multiple pipelines for the smart process, similar to those in deals.Working with pipelines
This option gives you the ability to create stages and control the elements' movement through Kanban stages.Kanban view in CRM
You can automate your smart process using automation rules and triggers, similar to running automation rules and triggers in deals or leads.Automation rules
With the help of this option, you can configure your workflow templates to run automatically when you create or modify smart process elements.
If you use pipelines in your smart process, when you create a new one, it will automatically be accessible to all user roles.
Configure SPA fields and bindings
Open the SPA fields section to add fields for the SPA form and activate additional options.
Print documents: This option adds the ability to work with documents in the SPA form.
Bind to catalog products: This option allows you to place the product in the SPA form.
Use Recycle Bin: This option includes a bin for SPA items.
Configure binding to CRM entities for your process. You can link a smart process to other CRM entities or other smart processes.
Bind to this SPA
With this option, you can select the CRM entities that you want to bind to your smart process.
For example, you can bind Deals to your process. In this case, a field will appear inside the smart process form with a selection from the list of items.
If you use the Add linked items list to details form option, your smart process will appear in the deal form.
Link this SPA to other CRM entities
With this option, you can bind your smart process to available CRM entities.
For example, you can link your smart process to Estimates. In this case, when you work with Estimates, your smart process will appear in the selection list.
If you use the Add linked items list to details form option, your smart process will appear in the estimate form.
You can also link your smart process to other CRM entities, calendars, tasks, and task templates. As a result, you can add SPA items to deals, calendar events, tasks, or task templates.
In the Add to menu section, you can create a separate section in the left menu.
To create a section, click Edit items and specify a name for your section.
Don't forget to save the settings.Example of smart process work
Edit a smart process
Open the Smart Process Automation tab to see a list of all created processes.
Click the button to the left of the desired process. The list of available actions will appear.
Edit: Use this option to apply any changes to an existing smart process.
Field settings: Click on it to add custom fields to the SPA form.Custom fields of invoices and smart processes
Delete: Select this option to remove a smart process.