Applications Administration Guide > Opportunities >

Rerouting an Opportunity

The Create Rerouted Oppty Activity workflow is executed when a sales representative receives a lead and changes the Status field to Reroute. The workflow creates a new Activity record with Type = Reroute for the designated sales operator. This informs the sales operator that a specific opportunity has been requested for rerouting. All reassigned opportunities are listed in the Activities view as rerouted activities.

NOTE:  If a sales manager or sales administrator is responsible for rerouting leads, you can modify the workflow so that the Create Rerouted Oppty Activity is assigned to the sales manager or administrator. You can also create a workflow that reassigns the lead to a sales manager or administrator.

To set up the opportunity reroute activity

  • Revise the Create Reroute Opportunity Activity workflow process, replacing the default with the login of the sales operator who will receive the activity. (Remember that the login is case-sensitive.)
Applications Administration Guide