> For the complete documentation index, see [llms.txt](https://help.nobi.pro/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.nobi.pro/nobi-sales/operation-process/processes.md).

# Processes

## 1. Add the process.

To add a process, please follow these steps: 

**Step 1**: Click **"Add process"** -> Form to add process is displayed 

**Step 2**: Enter information into the form including the following steps: Enter fields, turn ON/OFF features Add or remove process steps Select process cost (See process cost setup guide: **HERE)** 

**Step 3**: Click "Save"

![](/files/-Ml8YOqm9qVgCn1or0Fi)

## 2. Edit or Delete the process.

* **Edit:** Click Button **More** ![](https://lh5.googleusercontent.com/0YJkCQ-HbRFjdZ1nel424syEsMkKKmsKE19WWqMBA7dQ9KWGg7i8tdqFvZ6oOyMOVA8aqcBP2OujTQkpCpIW9Sd2KyxLnGXrM1odilRv4-hdPHB2v0kxyeUxQkOZjYRa20LBv0Ba=s0)**>** Click **Edit Process >>** Change the information needed **>** Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More** ![](https://lh5.googleusercontent.com/0YJkCQ-HbRFjdZ1nel424syEsMkKKmsKE19WWqMBA7dQ9KWGg7i8tdqFvZ6oOyMOVA8aqcBP2OujTQkpCpIW9Sd2KyxLnGXrM1odilRv4-hdPHB2v0kxyeUxQkOZjYRa20LBv0Ba=s0) **>** Click **Delete Process >>** Select **Agree** to delete or **Dismiss** to cancel.

![](/files/-Ml8ZUPkja-I7D54KXsd)

## 3. Export Excel file.

Click Button **More** ![](https://lh5.googleusercontent.com/0YJkCQ-HbRFjdZ1nel424syEsMkKKmsKE19WWqMBA7dQ9KWGg7i8tdqFvZ6oOyMOVA8aqcBP2OujTQkpCpIW9Sd2KyxLnGXrM1odilRv4-hdPHB2v0kxyeUxQkOZjYRa20LBv0Ba=s0)**>** Click **Export excel** 

![](/files/-Ml8_BTc5LaCL7Yu7mD2)


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