Scheduling a Process

To schedule a process:

Note: This feature is not available to WebViewer users.
  1. Do one of the following:
    • On the navigation bar, click Processes.
    • From the Contact Detail view, click the Processes tab. If the tab is not visible, click More Tabs.
  2. Click add.png (Schedule Process).
  3. In the Schedule For field, if the correct contact name is not the default, click search_new (Find) and find the correct contact.
  4. In the Process Type field, select the desired process.
  5. In the Process Owner field, click search_new (Find) and select the user who owns the process.
  6. Click Schedule.
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