Managing Business Process Targets

Targets may be assigned to business processes in several different ways.

• They may be added with Workflow options found on entity list pages. For example, from Contact List, select one or more contacts and click Workflow > Assign > Assign Business Process Target to assign contact(s) to contact related business processes.
• They may also be assigned from the Targets tab of the Business Process view.

Business process data may be viewed from a target record’s view page.

For example, the Business Process tab on the Opportunities page shows all processes an opportunity is assigned to, including active and completed. From this tab you can track the status of a target as they move through processes. Notes are available to help guide users through tasks and step goals.

By clicking the Activity(clock) icon of each step, you can also work through activities assigned by a process step. You can view the completed and pending tasks.