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Sending Manual Notifications from Leads or Opportunities

Use PeopleSoft Sales to send a worklist notification with a text message and link to the current lead or opportunity. This topic discusses how to send manual notifications from leads or opportunities.

Page Name

Definition Name

Usage

Outbound Notification Page

RSF_LEAD_WORKLIST

Send a worklist or email notification to a sales user or team.

Outbound Notification

RSF_OPP_WORKLIST

Send a worklist notification to a sales user or team.

Use the Outbound Notification page (RSF_LEAD_WORKLIST or RSF_OPP_WORKLIST) to send a worklist or email notification to a sales user or team.

The Transaction Summary section of this page displays information of the lead or opportunity from which the notification originates.

See Outbound Notification Page.