Each company has unique processes for marketing, leads, and sales. In the CRM module, you can define and implement these processes by creating guidelines.

Activities can be created and then integrated into each step of the marketing, lead management, and sales processes. You can require that each step of the process be completed before moving to the next step of the process. Making certain activities required ensures that all the necessary steps have been taken as a process is completed.

Activities and the processes you have developed can also be attached to responsibilities. If you have created responsibilities, whenever a new marketing, lead, or sales process is created, the owner of the responsibility will be added to the process automatically. The owner of the process can be an employee other than the one that created the process, if necessary.