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Applications Administration Guide > Opportunities > Activating the Opportunity Notification Workflow Processes and PoliciesThere are five different workflow processes that will generate automatic emails. All of these processes need to have the communication profile specified. See Setting Up the Communications Profile.
The following procedure sets up this automatic notification process. To set up the opportunity workflows
Opportunity Assigned Notification ProcessThis workflow sends an email message to both the primary sales representative and the sales representative's direct manager when a new lead is assigned to a sales representative. The email provides the basic information about the opportunity, including the opportunity ID and account, the primary revenue amount, and the number of days allowed before the lead is withdrawn and rerouted. The sales representative is directed to the Opportunities screen for further details. Opportunity Inactive Notification ProcessThis workflow sends out an email notice when the sales representative has accepted a lead by changing the Status field to Accept, but has not taken any action on the lead for 30 consecutive days. An email reminder is sent to both the sales representative and the sales representatives direct manager. The notice reminds the sales representative that if no action is taken on the lead within seven days, the lead will be withdrawn from the queue and rerouted. The default time lapse between when the lead is accepted (or last worked on) and when the email is delivered is 30 days. This default can be modified by editing the Duration Days. NOTE: Out-of-the-box reassignment of leads is executed manually. You may want to create a workflow that automatically reassigns the lead to a sales manager or administrator after a specified amount of time. Opportunity Pending Notification ProcessThis workflow sends an email notice when the sales representative has not responded or taken action on the opportunity for five days. This occurs when the sales representative has not changed the Status field from pending to accept, reject, or reroute. The email is sent to both the primary sales representative and the sales representative's direct manager. The email reminds the sales representative to act on the lead or risk having the lead withdrawn from the queue. To modify the time lapse between lead assignment and email delivery
Opportunity Lost Notification ProcessThis workflow sends an email message to both the primary sales representative and the sales representative's direct manager when an opportunity is closed with a loss. The status of the opportunity must change to lost before the email notice is generated. The email refers to the Opportunities screen and asks the sales representative to update the Reason field. Opportunity Won Notification ProcessThis workflow sends an email message to both the primary sales representative and the sales representative's direct manager when an opportunity is closed with a win. The status of the opportunity must change to win before the email notice is generated. The email refers to the Opportunities screen and asks the sales representative to update the Reason field. |
Applications Administration Guide |