Source Technologies - CRM+BPM

Below are all the different types of Source Technologies. Select the device of your choice, to download the manual

Contents

Ohioedge CRM BPM Server Users Guide Tammy Dixit January 5 2007 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 To do review by Sales Rep 23 Business Case IV Performing an activity 26 Email Template 33 Letter Template 34 Summary 35 Introduction This manual is intended for the users of Ohioe ...