Scheduling a process

To schedule a process:

Note: This feature is not available to WebViewer users.
  1. Click Processes on the Navigation Bar.
    Note: To schedule a process, you can also click the Processes tab from the Contact detail view. If the tab is not visible, click More Tabs. See More tabs
  2. Click Schedule Process.
  3. Click Findand find the required contact in the Schedule For field, if the correct contact name is not the default.
  4. Select the required process in the Process Type field.
  5. Click Find and select the user who owns the process in the Process Owner field.
  6. Click Schedule.
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