Source Technologies CRM+BPM manual

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Figure 28.

After the Sales Rep makes the Cold Call, to mark the end of the activity he/she needs to sign­off the activity. To do this the Sales Rep needs to drill down on the link at the bottom part of the Activity screen.

The next figure shows a drop down box where the user needs to select Sign­off privilege and hit create. The word “Sign­off” is used to mark the end of an activity. For customization and definition please contact your Ohioedge CRM+BPM Server administrator.

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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
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