Configuring Delivered Workflow for Offers
The following table shows the delivered workflow for offers:
|
Offer Policy Name |
Trigger Point Name |
Action Name |
Role Name |
Correspondence Package |
Mode |
|---|---|---|---|---|---|
|
Offer status is changed to Planning. |
After an Offer is Saved |
Offer Email to Owner |
Marketing Offer Owner |
Offer Status Changed |
Sync |
|
Offer status is changed to InReview. |
After an Offer is Saved |
Offer Email to Owner |
Marketing Offer Owner |
Offer Status Changed |
Sync |
|
Offer Email to Owner |
Marketing Offer Owner |
Offer Status Changed |
Async after 5 minute delay |
||
|
Offer status is changed to Completed |
After an Offer is Saved |
Offer Worklist |
Marketing Offer Owner |
NA |
Sync |
|
Offer status is changed to Declined. |
After an Offer is Saved |
Offer Worklist |
Marketing Offer Owner |
NA |
Sync |