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Source Technologies Ohioedge CRM+BPM User Manual
Source Technologies Computers
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Ohioedge CRM+BPM Server Users Guide
Tammy Dixit
January 5, 2007
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wrong Brand
wrong Model
non readable
Table of contents
Document Outline
Ohioedge CRM+BPM Server Users Guide
Introduction
Background
Organizational Roles and Responsibility Management:
Organizational Process (Workflow) Management:
Custom Fields:
Campaign Management:
Assignment Management:
Creating an Activity:
Activity created by a campaign:
Activity created manually:
Business Cases:
Business case I: Activities review by Sales Director
Business Case II: Activities review by Regional Manager
Business Case III: To-do review by Sales Rep
Business Case IV: Performing an activity
Email Template:
Letter Template:
Summary
