Table Of Contents - Source Technologies Ohioedge CRM+BPM User Manual

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