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Found 2 results

  1. I'm a newbie so most of my questions are newbie questions regarding the functionality and usage of X2. Some are more "philosophical" like the following series of questions about processes and workflows. What are the differences between Process and a Workflow? When would I use each one? Which one can be used to collect data and update records? I'm using X2 to manage & collect information on connection activities associated with my contacts on LinkedIn. I have a "series" of actions that I use to collect this data (I can provide details if needed and maybe even a flow chart if these
  2. Hi, On a contact, if I check manually a process stage as finished, I can see it is counted in the funnel view. My workflow is : Trigger : 'Process Started' with the name of my process and Contacts as 'Associated Record Type' then 'Complete process Stage' with the same name of the process and the first level of my process as stage. then 'Start Process Stage' with the same name of the process and the second level of my process stage When I start this process manually in the contact form, I can see that the first process stage is then close and the second stage is started (the workflow seem
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