Managing Client Processes and Actions

The video tutorial guides users through the process of initiating a client process, defining the action group and area, entering necessary details, and verifying and saving data. It emphasizes the importance of correctly categorizing the client's action group and ensuring all data is accurately entered and saved for future reference.

What is the first step when managing a client's process?

• Defining the action group

• Opening the client's process tab

• Saving the process details

• Entering the client's area

What do you need to define after creating a process for a client?

• The client's payment details

• The client's address

• The action group

• The client's contact information

Which area is mentioned as an example in the video?

• Consumer final

• Corporate

• Retail

• Wholesale

What should be done after verifying the action group and area?

• Save the process details

• Collect remaining information

• Close the process tab

• Contact the client

What is the final step in managing a client's process?

• Defining the action group

• Saving the process details

• Opening the client's process tab

• Entering the client's area