ID232 - Opportunity Created but Account has Other Open Opportunities (SalesLogix only) Overview & Sample:

This is a Sales Logix application only

Client has to monitor for salesreps creating a new opportunity record instead of working on an existing opportunity that might have come in as a lead from another internal source (technician, telemarketing, etc). Client has seen where some sales reps will purposefully try to cut out the person who submitted a lead originally to avoid paying a lead fee. Since we really cannot determine duplicates this alert will report only new opportunities created where there are other open working opportunities that have a source not equal to VariableW (in the example we use SELF).


VarW = LeadSource used to identify SELF generated opportunities vs. oppty from other areas (tech/telemarketing/other employee/etc)

No available sample at this time



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