Siebel CRM Partner Relationship Management Administration Guide Siebel Innovation Pack 2015 E24800-01 |
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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".