Workflow for Leads and Opportunities
You can set up workflow to send notifications when certain events occur in the Lead and Opportunity components. For example, the system can send a workflow notification to a sales manager if a sales representative rejects a lead. PeopleSoft delivers several policies that specify the details for workflow:
|
Policy Name |
Description |
|---|---|
|
Lead is Rejected or Turnback |
The system sends notification if a sales user rejects or turns back a lead. |
|
Lead ESA Pricing Info Received |
The system sends notification when it receives pricing information from the PeopleSoft Service Automation application for a quote created from within a lead. |
|
Lead not accepted in due time |
The system sends notification when a lead is not accepted in due time, which is defined for the lead rating. |
|
Opportunity ESA Pricing Info Received |
The system sends notification when it receives pricing information from the PeopleSoft Service Automation application for a quote created from within an opportunity. |
Like other PeopleSoft Customer Relationship Management applications, PeopleSoft Sales uses the Active Analytics Framework (AAF) to configure workflow.