Opportunity Inactive Notification Process

This 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The notice reminds the sales representative that if no action is taken on the lead within seven days, then the lead is withdrawn from the queue and rerouted.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. To modify this default value, edit the Duration Days property for the workflow in Siebel Tools.

Note: In the preconfigured application, reassignment of leads is manually executed. You might want to create a workflow that automatically reassigns the lead to a sales manager or administrator after a specified amount of time.