Configuring a Workflow Policy That Sends an Email Notification of Open Opportunities

The example in this topic uses a Workflow Policy to send an email notification. If the number of deals that are not closed reaches a designated level, then Siebel CRM must notify the vice president of sales. Assume you already defined a Workflow Policy action that batches information on the deals and sends an email that includes information about the number of designated deals.

To configure a Workflow Policy that sends an email notification of open opportunities

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

2. In the Policies List, create a new record with the values shown in the following table.

   Field	Value
   Name	Very High Value Opportunity
   Workflow Object	Opportunity
   Policy Group	Medium Frequency
   Quantity	5
   Batch	Checked

   It is not necessary for you to configure the Quantity field to display a repeating message.

3. In the Conditions list, add two new records with the values shown in the following table.

   Condition Field	Operation	Value
   Forecast Probability	<= (less than or equal to)	50
   Forecast Revenue	> (greater than)	400000

4. In the Actions list, add a new action record with the values shown in the following table.

   Action	Consolidate
   Excellent Quality Opportunity Email	Checked

5. Go to and examine the Send Message Arguments form.

   Siebel CRM updates the values in this form with information from the action that you defined previously.

6. In the Actions applet, click the Excellent Quality Opportunity E-mail link in the Action applet.

7. Examine values in the Actions applet and Send Message Arguments.

   You can modify these values to meet the specific requirements of your implementation.