Table of Contents Table of Contents Title and Copyright Information Preface Purpose Audience Documentation Accessibility Critical Patches Diversity and Inclusion Related Resources Conventions Screenshot Disclaimer Acronyms and Abbreviations Basic Actions 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 Creating a Product Processor 3.2 View Product Processor 3.2.1 Viewing List of Product Processors 4 Auto Number Generation 4.1 Create Definition 4.1.1 Creating a Definition 4.2 View Definition 4.2.1 Viewing List of Definitions 5 Workflow 5.1 Create Workflow 5.1.1 Creating a Workflow 5.2 View Workflow 5.2.1 Viewing List of Workflows 6 Task 6.1 Create Task 6.1.1 Creating a Task 6.2 View Task 6.2.1 Viewing List of Tasks 7 Call Action 7.1 Create Call Action 7.1.1 Creating Call Action 7.2 View Call Action 7.2.1 Viewing List of Call Actions 8 Strategy 8.1 Create Strategy 8.1.1 Creating a Strategy 8.2 View Strategy 8.2.1 Viewing List of Strategies 9 Segment 9.1 Create Segment 9.1.1 Creating a Segment 9.2 View Segment 9.2.1 Viewing List of Segments 10 User Group 10.1 Create User Group 10.1.1 Creating a User Group 10.2 View User Group 10.2.1 Viewing List of User Groups 11 User Assignment 11.1 Create User Assignment 11.1.1 Creating an User Assignment 11.2 View User Assignment 11.2.1 Viewing List of User Assignments 12 Promise Type 12.1 Create Promise Type 12.1.1 Creating a Promise Type 12.2 View Promise Type 12.2.1 Viewing List of Promise Types 13 Seed Data 13.1 Create Seed Data 13.1.1 Creating Seed Data 13.2 View Seed Data 13.2.1 Viewing List of Seed Data 14 Communication 14.1 Create Communication 14.1.1 Creating Communication 14.2 View Communication 14.2.1 Viewing Communication 15 Fees and Charges 15.1 Create Fees and Charges 15.1.1 Creating Fees and Charges 15.2 View Fees and Charges 15.2.1 Viewing Fees and Charges 16 Functional Activity Codes Index