Ohioedge CRM+BPM Server organization administrator is responsible for configuring
organizationspecific vertical and horizontal models.
Custom Fields:
To be completed.
Campaign Management:
In Ohioedge CRM+BPM Server, every activity a user performs belongs to a campaign. A
campaign specifies the purpose of operation. A campaign may be generic or specific; it
may be never ending or shortlived. For example, an organization could setup a ‘general
business’ campaign to perform and track its daytoday activities or setup a ‘send seasons
greetings’ campaign to send seasons greetings to the presidents of existing customers or
setup a ‘promotional offer’ campaign to email a new promotion to prospective customers.
A campaign is also how inputs (accounts, contacts, etc.) are assigned to account managers.
Содержание Ohioedge CRM+BPM
Страница 1: ...Ohioedge CRM BPM Server Users Guide Tammy Dixit January 5 2007 ...
Страница 15: ...Figure 12 Here are some results Activity Audit Report ...
Страница 16: ...Figure 13 Number of open activities by Assignee Report ...
Страница 18: ...Figure 15 The user can further drill down to view lowerlevel activities as shown in Figure 16 ...
Страница 22: ...Figure 19 If the DH Central Report is run the results displayed are as follows ...
Страница 25: ...Figure 22 If the DH Central Report is run the results displayed are as follows ...
Страница 35: ...Figure 32 Summary ...