Source-technologies Ohioedge CRM+BPM Manuale Utente Scaricare il pdf (Pagina 31)

Figure 28.

After the Sales Rep makes the Cold Call, to mark the end of the activity he/she needs to

sign-off the activity. To do this the Sales Rep needs to drill down on the link at the bottom

part of the Activity screen.

The next figure shows a drop down box where the user needs to select Sign-off privilege

and hit create. The word “Sign-off” is used to mark the end of an activity. For

customization and definition please contact your Ohioedge CRM+BPM Server

administrator.

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Source-technologies Ohioedge CRM+BPM Manuale Utente Pagina 31