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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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