Figure 27.
Going back to the Activity screen where the Sales Rep started, note that now the snap shot
– Figure 28, shows the bottom part of the Activity screen.
SchDate field is nothing but the current date and time automatically displayed. Most of the times a Sales Rep will not modify this field's contents unless he/she say needs to schedule to call a contact on a certain day and time. If the Sales Rep makes that cold call and the party is interested in receiving some literature then from the dropdown box NextProc the user chooses the appropriate next ActivityType, which in this case would be “Literature Requested”. It is Ohioedge CRM+BPMServer administrator’s job to setup activity types, business model, flow logic, etc. Note the link at the bottom part of the screen, it displays the information about who assigned this activity to the Sales Rep.
