Source Technologies CRM+BPM manual

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Figure 23.

Business Case IV: Performing anactivity

After running a daily report, say a Sales Rep finds all the activities that, he/she needs to perform for the day, are automatically assigned to him/her. The Sales Rep then drills down on the activity link. Suppose the activity is about making a cold call to a customer in the DH Central region.

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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