Version | Date | Description | Author |
V0.0 | dd/mm/yyyy | Draft | <name> |
V1.0 | Final | ||
New version due to Maintenance <name> / Project <name> Release: <Jira # - short description> | |||
Description | Document Link |
Data Model details (.xls) | |
Process Flow (draw.io) | |
Abbreviation | Definition |
CRM | Customer Relationship Management |
<to describe the goals that the process wants to achieve, some examples for reference: harmize Opportunity reporting cross solvay, have a clear view on the opportunity pipeline and forecast>
<to describe Functional Process description by Actors, including the process flow, important to include business logic and expected system behaviour>
<Instructions for functionals to build a Flow (these instructions should be deleted after the page is published:
step 1: build the flow using draw.io - Go to goole drive and add the add on
Step 2: build the flow, please see the example below for reference
Step 3: make sure it is stored in the google drive folder, TBD>
Step 4: On the flow created, go to File File > embed > IFrame > push Create button > copy the code generated
Step 5: on your confluence page edit the HTML component below and replace the code >
<iframe frameborder="0" style="width:100%;height:613px;" src="https://viewer.diagrams.net/?highlight=CCCCCC&edit=_blank&layers=1&nav=1#G1EfWG7ZwosRBgQbFZTLI84UufojyqWZp9"></iframe> |