Create Activity Process

  1. Click on “Create Process”.
  2. Click on “Activity process”.
  3. Click on “Create On My Own”.

In the Start tab, modify the activity.

  1. Enter the “Work Process Name”.
  2. Enter the “Work Description (Show Help Text)”.
  3. Click “Next”

In the Manage Work Fields tab, follow the steps below:

  1. Disable all the existing fields.
  2. Click on “+ ADD FIELD”.
  3. In the new field row, enter the Field Name as “Lead.”
  4. In the Data Type column, select “Custom Entity” and choose “Leads” from the dropdown list.
  5. Click the Title checkbox and set the “Order 1”.
  6. Rename the field “Employee” to “Sales Owner.”
  7. Set the “Order 2”.
  8. Click “Next”.
  9. Click “OK”.

In Manage Forms tab.

  1. In the Manage Forms section, skip this step as it is non-mandatory.
  2. Click “Next”.

In Manage Activities tab.

  1. In the Manage Activities section.
  2. Click “ADD ACTIVITY”.
  3. Add “Qualify”.
  4. Add “Drop”.
  5. Add “Demo summary”.Add “Convert”.
  6. Click “Next”.

To create a Form Template, follow the steps:

For the Qualify activity, create a form template.

  1. Click on “Create”.
  2. From the Field Type options, select Number, then drag and drop it into the Fields area.
    • In the properties panel, set the Label Name to “No. of Users.”
  3. From the Field Type options, select Yes/No, then drag and drop it into the Fields area.
  4. Change the Label Name to “Requirements Feasible.”
  5. Again, select Yes/No from the Field Type, then drag and drop it into the Fields area.
  6. Change the Label Name to “Pricing Acceptable.”
  7. From the Field Type options, select Text, then drag and drop it into the Fields area.
  8. Change the Label Name to “Remarks.”
  9. Click “Save.”

For more information on how to configure a form go to: Form Builder

In Clone Fields Data tab

  1. In the Clone Fields Data section, skip this step as it is non-mandatory.
  2. Click “Next”.

In Manage Flow tab

  1. In the Activity List:
    • Select the Start Activity checkbox for Qualify.
    • Select the End Activity checkbox for Drop and Convert (these activities end the process).
  2. Select Next Activities:
    • Click on “” icon to define additional next activities.
    • After Qualify, set the next activity to Demo summary and Drop
      • Qualify -> Demo summary and Drop
    • After Demo summary, set the next activity to Convert and Drop
      1. Demo Summary -> Convert and Drop

Note: Click Create Rule to add each transition rule. Save the rule after defining it.

  • Click “Next”.

In Define Auto Allocation tab

  1. In the Define Auto Allocation section, skip this step as it is non-mandatory.
  2. Click “Skip”.

In Manage Restrictions tab

  1. In the Manage Restrictions section, skip this step as it is non-mandatory.
  2. Click “Next”.

In Other Settings tab

  1. In the Other Settings section, skip this step as it is non-mandatory.
  2. Click “Complete”.

For more information on how to configure a form go to: Process Builder