Source Technologies CRM+BPM manual

Page 21

Figure 18.

Home page displays only those scenarios of a region that the Regional Mgr. has access to. Say Mr. David Burns is the Regional Mgr. of the regions DH Central and GP Western of ABC Corp. Then when he logs in he sees only the options of Drill­down orReport for the DH Central and GP Western scenarios.

Page 20 Page 22
Image 21
Page 20 Page 22
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 Campaign Management To be completedAssignment Management Activity created by a campaign Creating an ActivityPage 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