Ohioedge CRM+BPM Server organization administrator is responsible for configuring organizationspecific vertical and horizontal models.
Custom Fields:
To be completed.
Campaign Management:
In Ohioedge CRM+BPM Server, every activity a user performs belongs to a campaign. A campaign specifies the purpose ofoperation. A campaign may be generic or specific; it may be never ending or shortlived. For example, an organization could setup a ‘general business’ campaign to performand track its daytoday activities or setup a ‘send seasons greetings’ campaign to send season greetings to the presidents of existing customers or
setup a ‘promotional offer’ campaign to email a new promotion to prospective customers. A campaign is also how inputs (accounts, contacts, etc.) are assigned to account managers.
