1. Applications Administration Guide
  2. Opportunity Pending Notification Process

Opportunity Pending Notification Process

This workflow sends an email notice when the sales representative has not responded or taken action on the opportunity for five days. This notification occurs when the sales representative has not changed the Status field from pending to accept, reject, or reroute. The email is sent to both the primary sales representative and the sales representative’s direct manager. The email reminds the sales representative to act on the lead or risk having the lead withdrawn from the queue.

To modify the time lapse between lead assignment and email delivery

  1. Navigate to the Administration - Business Process screen, then the Workflow Policies view.

  2. Query for the Email Notification of Pending Oppty policy.

  3. Verify that this policy is activated, and modify the Duration and Units fields.

  4. Activate the workflow, and run the Workflow Monitor Agent.

    For more information, see Siebel Business Process Framework: Workflow Guide.