Restricting Conditions for Delivery of Emails

Complete the following procedure to restrict conditions for delivery of emails.

To restrict conditions for delivery of emails

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

  2. 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

  3. In the Conditions list, select a condition, or create a new condition.

  4. 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