Activating the Opportunity Notification Workflow Processes and Policies

There are five different Workflow Processes that generate automatic emails. All of these processes must have the communication profile specified.

• Opportunity Assigned Notification Process

• Opportunity Inactive Notification Process

• Opportunity Pending Notification Process

• Opportunity Lost Notification Process

• Opportunity Won Notification Process

The following procedure sets up this automatic notification process. For general instructions on how to set up workflows, see Siebel Business Process Framework: Workflow Guide.

To set up the opportunity workflows

• For each of these workflows, make sure to:

  • Revise the workflow.

  • Set the Communication Profile to Opportunity Notification Profile.

  • Activate the workflow.

  • Clear the Expiration field.