Customer Master

Depending on record ownership, tasks are routed through one or more stewards for review.

Depending on workflow settings, requests or portions of requests can be automatically approved or rejected.

4

1

Workflow options set by an administrator help determine whether changes are automatically handled or routed to data stewards.

2

Adds and changes originate from CRM users, Network users (from the UI), and through the Network API.

UI

API

3

Sales Rep