Figure 10.
Similarly, if an activity for a Customer Person/Contact needs to be created you will have to select the appropriate Contactbefore creating an activity. It is the same for creating an activity for a Buyer or a Customer Requirement by selecting the appropriate Buyer or Customer Requirment.
Business Cases:
Business case I: Activities review by Sales Director
Consider that the Sales Dir. of ABC Corp. wants to review all the activities happening under all the regions. Here is what the Sales Dir. will do:
Login. The Ohioedge CRM+BPMServer administrator will provide the username/password.