Source Technologies CRM+BPM manual

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Figure 7.

Note the Campaign name is the New Promo campaign, which indicates that New Promo campaign created this activity.

Activity created manually:

An activity can be created manually by a mechanism that has the privilege to create an activity. An activity can be created for a

1.Customer

2.Customer Person

3.Buyer

4.Customer Requirement

5.Other input you configure to flow through Ohioedge CRM+BPM Server.

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Contents Ohioedge CRM+BPM Server Users Guide Tammy Dixit January 5 Ohioedge CRM+BPM Server Users Guide Introduction Background Ml e xs ­ sR r e p To be completed Campaign ManagementAssignment Management Creating an Activity Activity created by a campaignPage Page Page Page Page Business Cases Login Here are some results Activity Audit Report Number of open activities by Assignee Report Page Page Page Business Case II Activities review by Regional Manager Page Page Business Case III To­do review by Sales Rep Page Page Page Page Page Page Shows the bottom part of the Activity screen Page Page Email Template Letter Template Summary