In this tutorial we describe possibilities of detail wizard in bpm’online. Use the detail wizard to add new and modify the existing section details.
You can set up the organizational and functional roles of your company’s employees in bpm'online CRM system.
Use the organizational roles to model the administrative structure of your company divisions.
Learn how to create contacts and assign them to users, manage user access rights in bpm'online CRM software. The tutorial also explains the licensing steps, so that you can easily manage and configure the licensing for the users in bpm'online.