1. The Process - You define processes by choosing the object you want the process to run against and the start event. For example on Lead Create or Opportunity Modify. Additionally, there are filter fields that allow you to specify object field attributes. Finally Process Manager includes Cancel events that allow you to cancel the process on object delete modification of the object.
2. The Process Stage- Once you have completed building the initial process, you create process stages. Process stages are where you determine when you want the process to run. Process Stages can be set to run immedeately or queued up to run in the future. You can have as many stages as you desire.
3. The Process Task- The final component to building a Process is to define the Process Tasks. Process Tasks are related to Process Stages. You can have as many Process Tasks related to a sinlge Process Stage as you desire. Process Tasks consist of the action to perform. This includes one of the following:
   1. Send an Email
   2. Schedule a Call
   3. Schedule a Meeting
   4. Create a SugarCRM Task
   5. Run Custom PHP Scripts

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Process Manager

SierraCRM's flagship product, Process Manager is a flexible workflow module that is easy to install and easy to use. Process Manager allows you to setup simple to complex business processes that match your best business practices. You build processes based on the creation or modification of SugarCRM objects, such as leads, contacts, accounts, opportunities or cases. 

Processes consist of stages and stages consist of tasks. Stages can be setup to run immediately or queued up to run in the future. Each stage has tasks. Tasks can be one of the following:

• Send Emails
• Schedule Calls
• Create SugarCRM Tasks
• Schedule Meetings
• Run custom php scripts

Examples of using Process Manager include:    

• Automatically send emails to new leads
• Proactively keep all customers informed by way of email or scheduled calls and tasks
• Build customer for life processes on Opportunity Close
  • Send a monthly newsletter to new customers
• Manage support with Case Management Processes
  • Automatically send emails to customers as cases are moved through your case management

Process Manager has been designed to work with Sugar Professional and the Community Edition for MySQL.  We do not have support for ON-Demand at this time.

Create Customers for Life with the new Process Manager Professional from SierraCRM. A powerful business process management module for SugarCRM, Process Manager Professional will make sure SugarCRM knows what to do when to do it. Process Manager Professional is a robust workflow engine that can automate your business processes across the entire customer life cycle from pre to post sales and support. Automatically Send Emails, Schedule Calls or Tasks, Schedule Meetings, modify records, create new records, or create your own custom process using your own custom php scripts. Processes can be set to run whenever Sugar objects are created or modified. Additionally, processes can be set to run at specific times during the day. Setup daily weekly or monthly processes that find any data in any module in sugar and kick off a business process such as communicating to your customers, partners or internal employees. Engage the entire Sales and Support organization in servicing your customers in the best possible way utilizing your companies best practices