Siebel Applications Administration Guide > Opportunity Workflows >

Modifying Opportunity Workflows

An administrator can modify the opportunity workflows. The administrator can make the following changes:

• Modify the text of the email.
• Change the notification time.
• Set the lead notification restrictions.
• Add other Siebel fields.

NOTE:  The opportunity workflows are shipped as seed data. To modify a workflow, make a copy of the original workflow, and then modify the copy.

To modify the text of an opportunity workflow email

• In the Send Out Emails step, edit the value of the Message Body input argument.

  The text includes field placeholders for data from the opportunity record. These placeholders appear as follows:

  "+[Placeholder field]+"

Restricting Conditions for Delivery of Emails

Complete the following procedure to restrict conditions for delivery of emails.

To restrict conditions for delivery of emails

1. Navigate to the Administration - Business Process screen, then the Workflow Policies view.
2. Select one of the email notification policies:
   • Email Notification of Assigned Oppty
   • Email Notification of Inactive Oppty
   • Email Notification of Lost Oppty
   • Email Notification of Pending Oppty
   • Email Notification of Won Oppty
3. In the Conditions applet, select a condition, or create a new condition.
4. Use the Operation and Value fields to modify the condition.

   For example, to send email notifications for leads that have a high lead quality, create the following condition:

   • Condition Field is Opportunity Lead Quality.
   • Operation is =.
   • Value is 1-excellent.

Stop Sending Email Notifications to a Sales Representative's Manager

Complete the following procedure to stop sending email notifications to a sales representative's manager.

To stop sending email notifications to a sales representative's manager

• Edit the workflow so that there is a single connector between Start and End. (Delete all other arrows.)