A flow is automatically displayed at the top of a Contract, Company, or Project Profile screen as a color-coded list of stages and steps with action buttons. A flow displays whenever a user adds a Profile that meets the criteria defined in an active flow template.

Flow templates are created by users with the Flow Template Admin permission and are comprised of the stages and steps in a required process or procedure, such as the steps that must be completed in creating, negotiating, maintaining, renewing, or archiving a contract.

Prior to creating a flow template, a Flow Template Admin should become acquainted with the following: