Source Technologies manual Ohioedge CRM+BPM Server Users Guide

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