Source Technologies Ohioedge CRM+BPM - Manual (Page 13)

Figure 10.
Similarly, if an activity for a Customer Person/Contact needs to be created you will have to
select the appropriate Contact before creating an activity. It is the same for creating an
activity for a Buyer or a Customer Requirement by selecting the appropriate Buyer or
Customer Requirment.
Business Cases:
Business case I: Activities review by Sales Director
Consider that the Sales Dir. of ABC Corp. wants to review all the activities happening
under all the regions. Here is what the Sales Dir. will do:
Login. The Ohioedge CRM+BPM Server administrator will provide the
username/password.