Source Technologies CRM+BPM manual

Page 24

Figure 21.

Home page displays only those scenarios of a region that the Sales Rep has access to. Say Mr. J Todak is the Sales Rep of the region DH Central of ABC Corp. then when he logs in he sees only the options of Drill­down or Report for the DH Central scenario.

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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 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
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