Configuring Workflow Rules and Actions for the Producer Success Model

The following procedures describe the workflow rules and actions that you must create to support the Producer Success Model:

• Workflow Rule for Creating a Referral Call When a New Lead is Created

• Workflow Rules for Creating Followup Calls Based on Call Results

• Workflow Rules for Scheduling Calls with Clients

To create a workflow rule, complete the following procedure.

To create a workflow rule

1. In Oracle CRM On Demand, click Admin.

2. In the Business Process Management section, click Workflow Configuration.

3. In the Workflow Rules List page, click New on the title bar.

4. In the Workflow Rule Name field, enter a unique name.

5. To make the workflow rule active, select the Active option.

6. In the Record Type menu, select the appropriate record type.

7. In the Trigger Event menu, select the appropriate trigger event.

8. (Optional) In the Workflow Rule Condition section of the Workflow Rule Detail page, click the fx icon and add an expression.

9. Save the rule.