Restricting Conditions for Delivery of Emails
Complete the following procedure to restrict conditions for delivery of emails.
To restrict conditions for delivery of emails
Navigate to the Administration - Business Process screen, then the Workflow Policies view.
Select one of the following email notification policies:
Email Notification of Assigned Oppty
Email Notification of Inactive Oppty
Email Notification of Lost Oppty
Email Notification of Pending Oppty
Email Notification of Won Oppty
In the Conditions list, select a condition, or create a new condition.
Change the values in the Operation and Value fields to modify the condition.
For example, to send email notifications for leads that have a high lead quality, create the record in the following table.
Field Value Condition Field
Opportunity Lead Quality
Operation
=
Value
1-excellent