GLM & SLM - Processes
- Add a New Process
- Processes Overview
- Edit the Process Summary
- Process Visibility Types
- Process Start and End Dates
- Show Contact Info
- Process Toggled On vs. Off
- Process Stages
- Add, Remove, or Change Forms in Process Stages
- Form Due Dates
- Auto Configure Installments
- Follow Up Auto Due Date Options
- Copy a Process
- Update a Copied Process
- Copy a Form into a Different Process
- The Boat Method: Sync a New Question Between Processes
- Archived vs. Active Processes
- Archive or Restore a Process