1.1 Overview of Business Flow
Overview: Business flow is a business process that simplifies and automates various processes in an enterprise that require the cooperation of multiple people to implement tasks through the support of the system. Business process management is a set of management processes and methods for enterprises to sort out business processes, model, participate in and execute automatically, continuously monitor the execution process, and continuously analyze and improve.
1.2 Value

• Solidify the business process of the enterprise into the CRM system, promote the collaborative processing of multiple people in the business, improve work efficiency, and promote the standardization of the business process of the enterprise.
• Support process processing, business operations, data updates, etc. in the entire business process, and solve the data flow within the enterprise and across systems

2.1 Scene Example 1
When engineers come to maintain equipment, multi-party cooperation is required to complete the task.

2.2 Scene Example 2
Key account filing and approval process: After sales create a new account, add account information during the follow-up process. If it is rated as a key customer, it needs to be reviewed and re-designated for sales follow-up.

• "Supplement Account Information during Follow-up": that is, edit account information, and you can configure "business activities" to edit account information.
• "Classified as Major Account": Judging based on customer information, if it is an important customer, approval is required. A "branch node" can be added for judgment.
• "Needs Review": Approval. Add the "Approval" business element.
• "Redesignate Sales": Change the person in charge. You can add a "business activity" and configure the execution business as "replacement of the person in charge".
• According to the complete description, this process can be divided into three stages: "account information supplement", "customer approval", "change responsible person". The stages can be divided according to the actual business, so as to clearly understand the business flow process

1. New Business Process & Define Basic Attributes of Business Process

• Process Name: key account filing and approval process
• Process Initiator: customer
• Applicable Scope: sales department
• Process Name: key account filing and approval process
• Process Initiator: customer
• Applicable Scope: sales department

2. Process Configuration: enter the process designer
3. Process Stage: Drag and drop three "stages" and edit the stage names, which are "account information supplement", "customer approval" and "change person in charge".
4. Supplement business elements and basic elements, such as start, end, and path.
5. Add the business activity "Account Editing" and the branch node "Account Level Judgment" in the "Account Information Supplement" stage.

Notes: "Account Editing": Supplementary account information. After the account is initially created, the salesperson may not be able to fully grasp the customer information, and needs to gradually contact and learn more during follow-up, so this stage is to supplement account information.

(1) Business Name: Account Editing

• Business Description: Supplement customer information, focus on determining customer level
• Who is this business activity for: Customer
• What needs to be done: edit object (edit customer object)
• Which record to edit: process initiation record
• Configure the fields to be edited: customer level (required), customer type, remarks
• Who will handle the business: Process initiator

(2) Account Level Judgment: The system automatically judges the customer level. If it is an important customer, the leader will be selected for review; if it is not an important customer, no review is required and the current process can be ended.

• Name: Account Level Judgment
• Judgment Description: account level judgment
• Meet the following conditions to enter the "customer level approval": in the process initiation record, the customer level is equal to the important customer
• Enter "End" when the following conditions are met: the customer level recorded by the process initiation is not equal to the important customer

(3) Add the approval node "Customer Level Approval" - "Customer Level Approval" under the "Customer Approval" stage: that is, the approval of customer supplementary information to confirm whether it is an important customer

• Name: Account Level Approval
• Business description: countersigned by important customers
• Which business to approve: process initiation record
• Who will approve: record the relevant personnel --> record the person in charge of the department where the person in charge belongs
  Approval——after entering the person in charge of change: Agree
  Approval --- After entering the customer edit: do not agree
  Business stay n hours timeout: 24 hours

(4) Add business activities "Change in charge" - "Customer in charge" under the stage of "Change in charge": that is, if it is an important customer, assign a more professional salesperson to make progress to ensure the win rate

• Business Name: Change Responsible Person
• Business Description: Change Responsible
• Who is this business activity for: Customer
• What needs to be done: operation object (operate customer object)
• What to do: change the person in charge
• Which record to edit: process initiation record
• Who will handle the business: record the relevant personnel --> record the person in charge of the department where the person in charge belongs

3. Save the process and publish it after saving. Those within the fit range can initiate the process.