Using the CRM Workflow Step Detail View

Use the CRM Workflow Step Detail view to view the details of the selected CRM Workflow Step instance. The detail view consists of information fields, and a series of tabs providing the user interface to process CRM Workflow approval steps.

Note: The workspace may be different depending on your access rights or if the installation has been customized.
On this page you can:
  • Use the lookup to search for records. See Using Lookup
  • Click list_view(List View), to switch to the Account List view.
  • View a group. See What are Groups?
  1. Select CRM Workflow, from the navigation bar.
  2. Click the Active Step workflow.CRM Workflow step Detail view is displayed.
  3. Click lookup
  4. Locate the specific workflow.