Ohioedge CRM+BPM Server Users Guide

1

Introduction

3

Background

3

Organizational Roles and Responsibility Management:

3

Organizational Process (Workflow) Management:

4

Custom Fields:

5

Campaign Management:

5

Assignment Management:

6

Creating an Activity:

7

Activity created by a campaign:

7

Activity created manually:

10

Business Cases:

13

Business case I: Activities review by Sales Director

13

Business Case II: Activities review by Regional Manager

20

Business Case III: To­do review by Sales Rep

23

Business Case IV: Performing an activity

26

Email Template:

33

Letter Template:

34

Summary

35

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Source Technologies manual Ohioedge CRM+BPM Server Users Guide