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Source Technologies manual Ohioedge CRM+BPM Server Users Guide Tammy Dixit January 5

Models: CRM+BPM

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Ohioedge CRM+BPM Server Users Guide

Tammy Dixit

January 5, 2007

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Source Technologies manual Ohioedge CRM+BPM Server Users Guide Tammy Dixit January 5

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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 completed Assignment 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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