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Ohioedge CRM+BPM
Manual de usuario
Source Technologies Ohioedge CRM+BPM Manual de usuario Pagina 8
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MARCADORES
Valorado
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/ 5. Basado en
revisión del cliente
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Figure
5.
When
you run th
is campaign,
the robo
t w
ill auto
maticall
y ass
ign activi
ties to the
Sales Rep
responsi
ble
for
the
Canada
Cold Calls.
Figure
6 s
hows a
report
of the activi
ties as
signed to
the Canada
Sales Rep.
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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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