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Scheduling a Process

To schedule a process

1. Do one of the following:

• On the Navigation Bar, click Processes.
• From the Contact Detail view, click the Processes tab. If the tab is not visible, click the More Tabs tab.

2. Click the Schedule Process button.
3. In the Schedule For box, if the correct contact name is not the default, click the Find button and find the correct contact.
4. In the Process Type list, click the drop-down arrow and select the desired process.
5. In the Process Owner list, click the Find button and select the user who owns the process.
6. Click Schedule.

Related Topics

Contact Processes Overview

Using the Process Manager