---
title: Process Management
slug: contact-center/process-management
docTags: 
createdAt: 2025-09-25T16:04:36.188Z
---

# Overview:

The **Process** is a core organizational element within Ameyo's System Configuration hierarchy. Processes act as top-level **containers** for organizing and scoping system resources. All subsequent configurations, including campaigns, user assignments, and various settings, are created and contained within a specific Process. This section details the steps for creating, modifying, and deleting a Process.

## Key Benefits:

- **Hierarchical Organization:** Provides a logical structure for managing various business units or workflows.
- **Resource Scoping:** Campaigns, users, and settings are confined to their respective Process, simplifying administration.
- **Data Integration Control:** Allows for specific CRM integration and data propagation rules (e.g., lead/customer removal) to be set at the container level.

## Functionality:

A Process serves as the foundational layer of the system setup. It links to a **Table Definition** (which defines the data schema) and controls how data deletion is propagated to an integrated CRM system.

### Core Process Attributes:

| Attribute            | Description                                                    | Modifiable After Creation? |
| -------------------- | -------------------------------------------------------------- | -------------------------- |
| **Process Name**     | A unique, identifying name for the Process.                    | Yes                        |
| **Description**      | A short explanation of the Process's purpose.                  | Yes                        |
| **Process Type**     | The operational type of the Process, selected from a dropdown. | Yes                        |
| **Table Definition** | The data structure (table schema) associated with the Process. | **No (Fixed at creation)** |



## Prerequisites:



- **Administrator Access:** Required to access and modify System Configuration.
- **Table Definition:** The required Table Definition must exist in the system before a new Process can be created.



## Usage Instructions:

### Create a Process

Follow these steps to create a new process:

1. Click **'Add'** on the Process tab to open the **Create Process** dialog.
2. Fill in the following mandatory fields:
   - **Process Name:** Enter a unique name.
   - **Description:** Provide a short explanation.
   - **Process Type:** Select the appropriate type from the dropdown.
   - **Table Definition:** Associate a table definition with the process.
3. Click **'Done'** to save. The new process will now appear in the Process list.

### Modify a Process

Follow these steps to update an existing process's details or integration settings:

1. Select the desired process from the **left panel**. Its configuration fields will populate on the right.
2. Update non-fixed fields such as **Process Name** and **Description**.
3. **Configure CRM and Propagation Options (if required):**
   - **CRM Properties URL:** Enter the CRM properties URL for the process.
     - *Example:* http\://\<IP\_Address\_Domain\_AppServer>:8786/\<CRM\_Name>/crmprops
   - **Propagate Lead Removal:** Check this option to ensure leads are deleted in both Ameyo and the linked CRM when removed.
   - **Propagate Customer Removal:** Check this option to ensure customer numbers are deleted in both Ameyo and the linked CRM when removed.
4. Click **'Apply'** to commit the changes, or click **'Refresh'** to discard any unsaved modifications.

**Note:** If you need to change the **Table Definition**, you must delete the existing Process and recreate it, as this field is locked after initial creation.

### Delete a Process

Follow these steps to permanently remove a process:

1. Select the process you wish to delete from the list.
2. Click the **delete icon** (trash can). A confirmation dialog will appear.
3. Click **'Yes'** to confirm and permanently delete the process, or click **'No'** to cancel the operation.

**Important Considerations for Deletion:**

- Deleting a process is **permanent**.
- The system-assigned **numeric ID** for the deleted process is consumed and **cannot be reused** for new processes.

## Related Features/Modules:

- **Campaign Configuration:** Campaigns are created and contained within a Process.
- **Table Definition:** The master data schema used by the Process, configured in a separate module.
- **User Management:** User assignments and roles are typically tied to the Process hierarchy.