Source Technologies CRM+BPM manual

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Figure 25.

Say if the Sales Rep wants to know the contacts in the company,the user selects the “Contact” menu from the “QuickLinks” on the screen. Note that when the user does that the top­left portlet now displays “CustomerPerson” menu indicating that the useris now at (working on) the Customer Person business object.

Listed, as a link is the contact within the company. Also published are the title, telephone number and address.

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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