General

Each smart process (or SPA) is a new entity within CRM with new individual interface, set of features, fields, items, etc. You can learn more in the following documentation.

Sequence of SPA handling is as follows:

1. Create new SPA crm.type.add.
2. System creates new categories/pipelines by default independently from settings when creating an SPA. When required, it can be modified/added.
3. Created pipeline/category has set of stages independently from existing config. When required, they can be modified/deleted.
4. Create custom fields for the specific SPA.
5. Handle the [link=14647003]SPA items[/link].