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

  1. From the Site Map, choose Siebel Business Process Administration > Workflow Processes.
  2. Locate and select the Create Reroute Opportunity Activity workflow process.
  3. Click Revise.
  4. Click the Process Properties tab.

    The Status field should indicate In Progress.

  5. In the Sales Operator Login field, replace the default with the login of the sales operator who will receive the activity. Remember that the login is case-sensitive.
  6. Click the All Processes tab.
  7. Click Activate.

 Applications Administration Guide
 Published: 09 September 2004