Table of Contents

• Title and Copyright Information
• Preface
  • Purpose
  • Before you Begin
  • Audience
  • Acronyms and Abbreviations
  • Basic Actions
  • Conventions
  • Diversity and Inclusion
  • Documentation Accessibility
  • Related Resources
  • Screenshot Disclaimer
  • Symbols and Icons
• 1 Introduction
• 2 Lookups
  • 2.1 Create Lookup
    • 2.1.1 Creating a Lookup
  • 2.2 View Lookup
    • 2.2.1 Viewing List of Lookups
• 3 Product Processor
  • 3.1 Create Product Processor
    • 3.1.1 Create a Product Processor
  • 3.2 View Product Processor
    • 3.2.1 Viewing List of Product Processors
• 4 Approval
  • 4.1 Create Approval
    • 4.1.1 Creating an Approval Condition
  • 4.2 View Approval
• 5 Auto Number Generation
  • 5.1 Create Definition
    • 5.1.1 Creating a Definition
  • 5.2 View Definition
    • 5.2.1 Viewing List of Definitions
• 6 Workflow
  • 6.1 Create Workflow
    • 6.1.1 Creating a Workflow
  • 6.2 View Workflow
    • 6.2.1 Viewing List of Workflows
• 7 Task
  • 7.1 Create Task
    • 7.1.1 Creating a Task
  • 7.2 View Task
    • 7.2.1 Viewing List of Tasks
• 8 Call Action
  • 8.1 Create Call Action
    • 8.1.1 Creating Call Action
  • 8.2 View Call Action
    • 8.2.1 Viewing List of Call Actions
• 9 Strategy
  • 9.1 Create Strategy
    • 9.1.1 Create a Strategy
  • 9.2 View Strategy
    • 9.2.1 View a List of Strategies
• 10 Segment
  • 10.1 Create Segment
    • 10.1.1 Creating a Segment
  • 10.2 View Segment
    • 10.2.1 Viewing List of Segments
• 11 User Group
  • 11.1 Create User Group
    • 11.1.1 Create a User Group
  • 11.2 View User Group
    • 11.2.1 View List of User Groups
• 12 User Assignment
  • 12.1 Create User Assignment
    • 12.1.1 Creating an User Assignment
  • 12.2 View User Assignment
    • 12.2.1 Viewing List of User Assignments
• 13 Promise Type
  • 13.1 Create Promise Type
    • 13.1.1 Create a Promise Type
  • 13.2 View Promise Type
    • 13.2.1 Viewing List of Promise Types
• 14 Seed Data
  • 14.1 Create Seed Data
    • 14.1.1 Create a Seed Data
  • 14.2 View Seed Data
    • 14.2.1 View List of Seed Data
• 15 Communication
  • 15.1 Create Communication
    • 15.1.1 Create a Communication
  • 15.2 View Communication
    • 15.2.1 Viewing Communication
• 16 Fees and Charges
  • 16.1 Create Fees and Charges
    • 16.1.1 Creating Fees and Charges
  • 16.2 View Fees and Charges
    • 16.2.1 Viewing Fees and Charges
• 17 Agency Onboarding
  • 17.1 Create Agency
    • 17.1.1 Creating Agency
  • 17.2 View Agency
    • 17.2.1 Viewing Agency
• 18 Other Configurations
  • 18.1 Other Configurations
• 19 Functional Activity Codes
• Index