Source Technologies CRM+BPM manual Business Case III To­do review by Sales Rep

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Figure 20.

Business Case III: To­do review by Sales Rep

Consider that the Sales Rep of DH Central region of ABC Corp. wants to review all the activities he or she needs to perform for the day. Here is what the Sales Rep will do:

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

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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 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
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