Sage CRM provides us with a number of ways of controlling user work processes and data tasks. In particular Workflow allows us to control the progress of data through a series of steps/states using business rules.
Workflow is just one set of features in CRM that allow very detailed control of system behaviour. Workflow is divided into two categories. Rules that are either "User Driven" or rules that are "Time Driven". The way in which each category of rule is defined and experienced by the user is different.
This module will explain both user and time driven workflow and will prepare you for the module’s associated test.