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Figure 27.
Going back to the Activity screen where the Sales Rep started, note that now the snap shot
– Figure 28, shows the bottom part of the Activity screen.
SchDate field is nothing but the current date and time automatically displayed. Most of the
times a Sales Rep will not modify this field's contents unless he/she say needs to schedule
to call a contact on a certain day and time. If the Sales Rep makes that cold call and the
party is interested in receiving some literature then from the drop-down box NextProc the
user chooses the appropriate next ActivityType, which in this case would be “Literature
Requested”. It is Ohioedge CRM+BPM Server administrator’s job to setup activity types,
business model, flow logic, etc. Note the link at the bottom part of the screen, it displays
the information about who assigned this activity to the Sales Rep.