Source Technologies CRM+BPM manual

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Figure 26.

If the Sales Rep drills down on that link he/she can view detailed information of the contact such as the title, extensions, fax numbers and email address. The Sales Rep can update contacts or create new contacts.

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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