Mass Processes cover more areas

ADAPTcrm can now run Mass Processes on a variety of record types, including accounts, campaigns, contacts, defects, opportunities, service contracts, and service tickets.

When you choose one of these areas, the Process selection list will only show the Processes you have set up for that module.

Examples of how this is useful in your business:

1. email or fax all open opportunities with a "reduction in price" message

2. email or fax all accounts with a specific defect ticket history about a product recall

3. email or fax all service contract owners about an upcoming change in the renewal fee