Source Technologies CRM+BPM manual

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Figure 29.

After marking the end of the activity, automatically this activity performed against the customer “Gunton” will be routed to the next ActivityType, which the Sales Rep had selected to be Literature requested. So now if the same daily report is run again, note how the activity now appears in the Literature requested category.

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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