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Activity 16.2 – Create a notification Workflow for when an
Opportunity is created/changed
Activity Steps
Part 1: Create the Workflow
1. Click the Administration button
a. Hover over General Administration
b. Select Workflow 2.0 from secondary dropdown menu
2. Click the + New Workflow button on the top-left of the module
3. Type “Opportunity Modified Notification” in the Name field
4. For the Resource dropdown, select Opportunity
5. For the Event dropdown, select Update
Part 2: Build the Workflow
1. For the bottom pane, select the Workflow Actions tab
2. Click the +Add Action button
3. Select Email
4. Fill out To: Staff Team: Project Manager
5. Fill out Subject: Opportunity Modified Notification
6. In the message box, fill in the following:
a. Opportunity Name
i. Click Insert Variable and find and select Name
b. Type Opportunity Number
i. Click Insert Variable and find and select Opportunity Number
c. Type Client Name
i. Click Insert Variable and find and select Client Name
d. Type Link
i. Click Insert Variable and find and select Link
7. Select the Event: Update Filters tab
8. Select the Resource: Opportunity Filters (after update) tab
9. Click + Add Filter
10. Fill in the following:
a. Proposal Submitted
b. has changed
11. Select the Workflow Summary tab to review the workflow
12. Click Save
Part 3: Make the Workflow active
1. Click the blue Draft label next to newly created Workflow
2. Select Activate from the pop-up menu
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