Source-technologies Ohioedge CRM+BPM Instrukcja Użytkownika Pobierz pdf (Strona 26)

Figure 23.

Business Case IV: Performing an activity

After running a daily report, say a Sales Rep finds all the activities that, he/she needs to

perform for the day, are automatically assigned to him/her. The Sales Rep then drills down

on the activity link. Suppose the activity is about making a cold call to a customer in the

DH Central region.

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Source-technologies Ohioedge CRM+BPM Instrukcja Użytkownika Strona 26