Source-technologies Ohioedge CRM+BPM Manuel d'utilisateur télécharger pdf (Page 5)

Ohioedge CRM+BPM Server organization administrator is responsible for configuring

organization-specific 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 short-lived. For example, an organization could setup a ‘general

business’ campaign to perform and track its day-to-day 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.

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Source-technologies Ohioedge CRM+BPM Manuel d'utilisateur Page 5