Source Technologies CRM+BPM manual

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This manual should make a business user familiar with the core functionality of Ohioedge CRM+BPM Server. Effort has been made to anticipate logical navigation of a business user through the application depending upon the user's role within the organization. Business Cases are added to illustrate most common application usage.

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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