Actions for Opportunity Rules

These are the actions that you can choose for opportunity rules.

Action	Description
Set Field	Select this option, then select a field to set or change.
Assign	Sets the Assigned field to the staff account you select from the drop-down list.
Status	Sets the Status field to the status you select from the drop-down list.
Reject Lead	Identifies the reason the lead was rejected. Select a status from the first drop-down list of available statuses with the Reject status type. Then select a lead reject type from the second drop-down list. Finally, enter a lead rejection description in the text field.
Interface	Sets the Interface field to the interface you select from the drop-down list.
Banner Flag	Sets the importance of the flag to the level you select from the drop-down list and adds any text you type in the Banner Note field.
Set Strategy Hierarchy	Sets the strategy hierarchy to the strategy you select from the drop-down list.
Territory	Sets the territory hierarchy to the territory you select from the drop-down list.
Set Territory Hierarchy Based on Assigned	Sets the territory hierarchy to the territory of the staff member to whom the opportunity is assigned.
Set Date Initial Contact	Sets specific opportunity dates. For each of these date fields, click the drop-down list on the left, select one of the following options, and then click the drop-down menu on the right: Equals—With the current month calendar open, select the date. Use the arrows to change the month if necessary. Equal to the Value of—Select one of the available options from the drop-down list. Increment by—In the open window, select direction, offset, and units for incrementing the date. Decrement by—In the open window, select direction, offset, and units for decrementing the date.
Set Lost Date
Set Recall Date
Date Closed
Win/Loss Factor	Identifies the reason for winning or losing the opportunity. Select a win/loss factor from the drop-down list and enter a win/loss description in the text field.
Set Custom Field	Select an opportunity custom field and set the value. You must add an opportunity custom field to your site for it to display.
Set Variable	Set the variable to an absolute value, increment or decrement the variable, or append or prepend a character string. The available actions depend on the variable data type. For variables to display, they must be added to the Rules tree.
Email	Select this action to send one of these email notifications. If you delete an email or transactional survey that is used in a rule, the rule base can still be activated, but the action will not be executed, and you will not be notified that the email was not sent.
Email Opportunity Information	Sends the opportunity information to the email address you select from a menu of staff members, groups, and distribution lists. (Press Ctrl to make multiple selections.) You can also select a check box to send the information to the staff person assigned to the opportunity. To include administration fields and customer fields, select the appropriate check boxes.
Send Escalation Notification	Sends an escalation notification to the staff member or group you specify. You can also select a check box to send the escalation notice to the staff person assigned to the opportunity.
Send Marketing Email	Sends the mailing you select from the drop-down list to the contact for the opportunity. The default time for sending the mailing is 0 hours, but you can specify the number of minutes, hours, or days after rules processing ends that you want to send the mailing.
Send Transactional Survey	Sends the survey you select from the drop-down menu to the contact for the opportunity. The default time for sending the survey is 0 hours, but you can specify the number of minutes, hours, or days after rules processing ends that you want to send the survey. The survey will only be sent to the contact once per incident, regardless of how many times the rule is matched. At least one transactional survey (set for rule visibility) must have been added for this option to appear.
Execute Object Event Handler	Select this action to trigger a custom process and then select the type of object event handler from the drop-down list. For objects to display in the Execute Object Event Handler drop-down list, they must be added on the process designer and then the process model must be deployed.
Execute External Event	If you need to trigger a custom process, we recommend that you use the Execute Object Event Handler action described in the previous row.
Escalate	Select this action to escalate the opportunity to the level you specify and set other escalation settings.
Clear Escalation	Select this action to clear the escalation level.