Articles

Articles used to be called Knowledge Base, or KB, in previous versions of CRM. It is a common repository where users can share their experience and solutions for common issues and customers’ questions.

Articles has a small predefined workflow:

1. Anyone with the right permissions can create articles.

2. Articles are submitted for review.

3. A higher-level permissions user reviews articles and approves or disapproves them.

4. When approved, articles are published.

Figure 10.29 shows the steps involved in this workflow.

Figure 10.29 Knowledge Base workflow.

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Before you start writing articles, it is important to consider the following things: ...

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