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.)
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