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Ohioedge CRM+BPM
Manual de usuario
Source-technologies Ohioedge CRM+BPM Manual de usuario Pagina 29
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Tabla de contenidos
MARCADORES
Valorado
.
/ 5. Basado en
revisión del cliente
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Figure
26.
If t
he Sales Rep
dri
lls down on that l
ink he/she can
view detailed infor
mation of
the con
tact
such as
the t
itle,
ex
tension
s, fax
nu
mbers
and emai
l address.
The Sales
Rep can
update
contacts or
create
new
con
tacts.
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2
...
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Tammy Dixit
1
January 5, 2007
1
D e m o C o r p
4
Figure 4
7
Creating an Activity:
7
Figure 5
8
Figure 6
9
Figure 8
11
Figure 9
12
Figure 11. Login
14
Figure 12
15
Here are some results:
15
Activity Audit Report
15
Figure 13
16
Figure 15
18
Figure 16
19
Figure 18
21
Figure 19
22
Figure 21
24
Figure 22
25
Figure 26
29
Figure 29
32
Letter Template:
34
Figure 32
35
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