Source Technologies CRM+BPM manual

Page 27

Figure 24.

Note that in the “ActiveSession Information” portlet, the name of the company, address and telephone number appears. This information is helpful for the Sales Rep to make that cold call. Also note that in the top­left portlet appears the menu “Activity” which indicates that the user is at (working on) the Activity business component. Let’s say the Sales Rep needs to know the history on that customer, he/she would need to click on the“ListAll” link in the top­left portlet. By doing so the entire history on that customer will be published as a list of active records where the user can drill down to find out more about the actual activity transaction, such as comments, date of contact, contact person, etc.

Image 27
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