Source Technologies Ohioedge CRM+BPM Uživatelský manuál stáhnout pdf (Strana 30)

Figure 27.

Going back to the Activity screen where the Sales Rep started, note that now the snap shot

– Figure 28, shows the bottom part of the Activity screen.

SchDate field is nothing but the current date and time automatically displayed. Most of the

times a Sales Rep will not modify this field's contents unless he/she say needs to schedule

to call a contact on a certain day and time. If the Sales Rep makes that cold call and the

party is interested in receiving some literature then from the drop-down box NextProc the

user chooses the appropriate next ActivityType, which in this case would be “Literature

Requested”. It is Ohioedge CRM+BPM Server administrator’s job to setup activity types,

business model, flow logic, etc. Note the link at the bottom part of the screen, it displays

the information about who assigned this activity to the Sales Rep.

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Source Technologies Ohioedge CRM+BPM Uživatelský manuál Strana 30