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Version: 2026.4.0

Defining Processes

To best support users in their daily work, various processes are mapped.

These are maintained by you as the System Manager.

note

📖 → Information on how to manage checklists can be found in the PDF: Checklists

📖 → Information on how to manage deletion flags and define data privacy-relevant Attributes can be found in the PDF: Data Privacy in the Contact Person

📖 → Information on how to manage classification can be found in the PDF: Classification

📖 → Information on how to manage contact synchronization can be found in the PDF: Contact Synchronization

📖 → Information on the approval workflow for offers can be found in the PDF: Approval Workflow

📖 → Information on marketing automation can be found in the PDF: Marketing: Automation with Workflows

📖 → Information on the basics of the Flowable Modeler can be found in the PDF: Workflow Management: Basics

📖 → Information regarding bounces and blacklists can be found in the PDF: Marketing Mailing