General
Each smart process (or SPA) is a new entity within CRM with new individual interface, set of features, fields, items, etc.
Sequence of SPA handling is as follows:
- Create new SPA crm.type.add.
- System creates new categories/pipelines by default independently from settings when creating an SPA. When required, it can be modified/added.
- Created pipeline/category has set of stages independently from existing config. When required, they can be modified/deleted.
- Create custom fields for the specific SPA.
- Handle the SPA items.
© «Bitrix24», 2001-2024