Ohioedge CRM+BPM Server Users Guide | 1 |
Introduction | 3 |
Background | 3 |
Organizational Roles and Responsibility Management: | 3 |
Organizational Process (Workflow) Management: | 4 |
Custom Fields: | 5 |
Campaign Management: | 5 |
Assignment Management: | 6 |
Creating an Activity: | 7 |
Activity created by a campaign: | 7 |
Activity created manually: | 10 |
Business Cases: | 13 |
Business case I: Activities review by Sales Director | 13 |
Business Case II: Activities review by Regional Manager | 20 |
Business Case III: Todo review by Sales Rep | 23 |
Business Case IV: Performing an activity | 26 |
Email Template: | 33 |
Letter Template: | 34 |
Summary | 35 |