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Opportunity Management Workflows


With any of the examples above that involve the brand owner and partner sharing opportunities, you can use the Siebel PRM opportunity management workflows to send email notification to the brand owner or partner employee who is assigned the opportunity and to that employee's manager when certain conditions are met.

The following opportunity management workflows are available:

  • Opportunity Assigned Notification Process
  • Opportunity Pending Notification Process
  • Opportunity Inactive Notification Process
  • Opportunity Pending Notification Process
  • Opportunity Lost Notification Process
  • Opportunity Won Notification Process

For more information about these workflows, see the topics about opportunity workflows in Siebel Applications Administration Guide.

Before you can use them, you must activate these workflows, as described in Activating Workflows for Siebel PRM.

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