Source-technologies Ohioedge CRM+BPM Instrukcja Użytkownika Pobierz pdf (Strona 13)

Figure 10.

Similarly, if an activity for a Customer Person/Contact needs to be created you will have to

select the appropriate Contact before creating an activity. It is the same for creating an

activity for a Buyer or a Customer Requirement by selecting the appropriate Buyer or

Customer Requirment.

Business Cases:

Business case I: Activities review by Sales Director

Consider that the Sales Dir. of ABC Corp. wants to review all the activities happening

under all the regions. Here is what the Sales Dir. will do:

username/password.

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Source-technologies Ohioedge CRM+BPM Instrukcja Użytkownika Strona 13