Opportunity Stage Change Alert Configuration Dialog Box
Opportunity Stage Change alerts notify specified employees when a stage change occurs for an opportunity. For example, you can set an alert which notifies employees when an opportunity has been awarded. This alert is triggered by a change in the database.
If you have not done so, you need to set the alert polling interval to a level other than zero for this alert to be activated. Deltek recommends a value of 60.
Location
To display the dialog box:
- From the Vision Navigation menu, click .
- In the Folders field on the Company Alerts Configuration form, select CRM.
- In the grid, click Opportunity Stage Change and then click .
Contents
Alerts Grid
Send To
Field | Description |
---|---|
Selected Employees | Select the employee(s) or employee group(s) to which you want to send the alert. |
Alert Criteria
Delivery Options
You can select one or both of these options.
Email Options
These options are activated when you select Email for the delivery option.