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Ohioedge CRM+BPM Server Users Guide Tammy Dixit January 5
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CRM+BPM
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Ohioedge CRM+BPM Server Users Guide
Tammy Dixit
January 5, 2007
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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 Activity
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Business Cases
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Here are some results Activity Audit Report
Number of open activities by Assignee Report
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Business Case II Activities review by Regional Manager
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Business Case III Todo review by Sales Rep
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Shows the bottom part of the Activity screen
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Email Template
Letter Template
Summary
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Contents
