This appendix contains the following topics:
This section discusses the JD Edwards EnterpriseOne Customer Relationship Management Sales Applications workflow.
This section discusses the Opportunity Creation and Sales Cycle Step Change Notification workflow.
The system sends a workflow message to the active sales team members to notify them when a new opportunity is created, or if the cycle step changes on an existing opportunity.
An opportunity record is created or the sales cycle step on an existing opportunity record changes.
The active sales team members receive a message in the workcenter, notifying them that a new opportunity has been created or that the sales cycle step of an existing opportunity has changed. The message includes the opportunity description, ID number, previous sales cycle step, current sales cycle step, sales methodology, sold to customer, and the ship to customer.