Applications Administration Guide > Opportunities >

Setting Up Opportunity Notification Workflows

Follow these steps to correctly set up the opportunity workflows:

• Revise all Siebel workflows so that they are editable and have a status of In Progress. All Siebel workflows are initially inactive and cannot be edited. Make any necessary changes and activate the workflows.
• Verify that the Workflow Server component and the Communication Manager component are enabled and running. For detailed instructions, see the system requirements and supported platform documentation for your Siebel application.
• Set up the communication profile. See Setting Up the Communications Profile.
• Set up and activate the workflows and policies.
  • Activate the opportunity workflow processes. See Activating the Opportunity Notification Workflow Processes and Policies.
  • Modify Opportunity workflows, as necessary. See Modifying Opportunity Workflows.
  • Set up the Create Reroute Oppty Activity. See Rerouting an Opportunity.
  • Set up the Get Manager Email. See Setting Up the Get Manager Email.
• Load run-time events for the emails. See Siebel Business Process Designer Administration Guide.
• Generate the triggers. See Siebel Business Process Designer Administration Guide.
• Run the workflow monitoring agent. See Siebel Business Process Designer Administration Guide.