Source Technologies Ohioedge CRM+BPM - Manual (Page 2)

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