Action Start follow-up process

You define the start of the process step in the upper left corner. Here you have the choice between starting “After finishing the previous” or after “x days after previous”.

For the responsibility, you can choose between the process owner, the person in charge of the property or contact record linked to the process (provided, of course, that a property or contact record is linked to the process step) or a direct user. The task is then assigned to the corresponding user after the process has been started and the user will see the task in his task list.

You can define a deadline for the completion of this process step in days. If after the start the process step has not been processed within the set time limit (specified in days), an email is sent to the process controller to inform him about the delay. The email address of the process controller can be entered in the process settings (wrench symbol).

Specify here which process should also be started.

If the same process is set so that a loop is created, it will be aborted by the system after it has been run ten times on the same day.

The process controller, the process user or the logged-in user will be informed about the termination by email. In addition, the list of running processes also informs about the cancellation.

You use these two icons to decide which property or contact this process step refers to. Any activity / agent’s log entries are then made in these data records.