Document number: 11339

 

Send Notification from Lead or Opportunity

• Sending a Notification from a Lead
  
  
• Sending a Notification from an Opportunity
  
  
• Address Lookup Button to Search for Worklist Addresses

 

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Sending a Notification from a Lead

1. Navigate to Manage Sales, then select Manage Sales Leads. Click on Use, then select Sales Lead Details. Click the Notification button (this is the button that looks like an envelope at the Header information of the Sales Lead Details page).
   
   
2. Select the delivery method for the notification - Email, Worklist, or both.
   
   
3. Select the Priority for the message to High, Medium, or Low.
   
   
4. Select the Action for the notification.
   
   
5. Enter recipient information by clicking the Address Lookup button..
   
   Note: To send a notification to an email address, you must type the full address in the To: or CC: column. (i.e. joe_bruin@peoplesoft.com). To send a notification to a worklist, use the address lookup.
   
   
6. Enter the Message that you want to send with the notification.
   
   
7. Click on the Send URL checkbox, if applicable.
   
   
8. Click Send Notification.
   
   
9. After you have completed sending the notification, the system displays the message Message has been sent.
   
   
10. To go back to your Lead or Opportunity, click on the Go To Lead Details or Go to Opportunity Details. If you wish to send another notification, press the Send Another Notification button.
    
    

Note: If you chose the Worklist delivery method, notifications can only be viewed from an individual or group worklist.

 

Click here to go back to the beginning of the document

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Sending a Notification from an Opportunity

1. Navigate to Manage Sales, then select Manage Sales Opportunities. Click on Use, then select Opportunity Details. Click the Notification button (this is the button that looks like an envelope at the Header information of the Opportunity Details page).
   
   
2. Select the delivery method for the notification - Email, Worklist, or both.
   
   
3. Select the Priority for the message to High, Medium, or Low.
   
   
4. Select the Action for the notification.
   
   
5. Enter recipient information by clicking the Address Lookup button..
   
   Note: To send a notification to an email address, you must type the full address in the To: or CC: column. (i.e. joe_bruin@peoplesoft.com). To send a notification to a worklist, use the address lookup.
   
   
6. Enter the Message that you want to send with the notification.
   
   
7. Click on the Send URL checkbox, if applicable.
   
   
8. Click Send Notification.
   
   
9. After you have completed sending the notification, the system displays the message Message has been sent.
   
   
10. To go back to your Lead or Opportunity, click on the Go To Lead Details or Go to Opportunity Details. If you wish to send another notification, press the Send Another Notification button.
    
    

Note: If you chose the Worklist delivery method, notifications can only be viewed from an individual or group worklist.

 

Click here to go back to the beginning of the document

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Address Lookup Button to Search for Worklist Addresses

1. Select addresses from this screen to address your notification
   
   
2. Enter a Name and click Search
   
   
3. Click on the Selected box next to the name you want to send notification to
   
   
4. Click Arrow button to select either Send To or CC:
   
   
5. Click OK when finished to return to Send Notification screen
   

 

Click here to go back to the beginning of the document

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 08/20/2001
Revised: amq 06/13/2002