Source Technologies CRM+BPM manual Business Case II Activities review by Regional Manager

Page 20

Figure 17.

Business Case II: Activities review by Regional Manager

Consider that the Regional Mgr. of DH Central region of ABC Corp. wants to review all the activities happening under his/her region. Here is what the Regional Mgr. will do:

Login. The Ohioedge CRM+BPMServer administrator will provide the username/password.

Page 19 Page 21
Image 20
Page 19 Page 21
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
Top Page Image Contents