Source Technologies Ohioedge CRM+BPM User Manual
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
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.