Page 71 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

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

Activity 16.5 – Create a notification Workflow to send email

with set action link to change an Opportunity stage

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 Proposal Past Due – Set Stage” in the Name field
4. For the Resource dropdown, select Opportunity
5. For the Event dropdown, select Date Trigger

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 in the following
a. To: Other  director@xyz.com
b. CC: Firm Marketing Reviewers
c. Subject: Opportunity Proposal Due date has Passed – Please Update
Stage Link”
i. Click into message are and find the variable for Opportunity
Number and paste in Subject %opportunity.oppnumber%
5. 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. Click Insert Variable and open General > Set Action Link
i. Fill in the following:
1. Label: Set Stage = “Did Not Pursue”
ii. Field: Stage
iii. Value: Inactive/Did Not Pursue
d. Click Ok
6. Select the Resource: Opportunity Filters tab

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