RE: Sales & Workflow Not running automatically

[ctaborda]

What I have is, when an opportunity is created (from a lead), it should do
the following sales process without having to apply the rule manually.

here it is:

"when opportunity is created"
Stage: Qualified Lead, close probability = 10
Email Template: Initial Email to Qualified Lead
Task: Package and Ship Information Package.
Task: Follow up call & Schedule Visit
wait
Task: Follow up Call & Schedule Visit is complete
end stage

Stage: visit scheduled, Close probability = 25
Task: Send Visit confirmation email
Task: Perform on-site visit
TasK: write proposal
wait
Task: Write proposal is complete
end stage

Anything else?,

Thanks!
carlos.

"PeteC" wrote:

> Hi,
>
> Assuming that you have activated the workflow then there must be an error in
> the process. Can you elaborate on the rule and what triggers it?
>
> Regards
> Pete.
>
> "ctaborda" wrote:
>
> > Hi, I've created some sales and workflows that are supposed tu run when
> > either a Lead (workflow) is created and also when a New Opportunity is
> > created, but they dont 'run-automatically' when they are created... In order
> > for them to work, I have tu manually apply the rule...
> >
> > Why is it doing this? I want it to run by itself!.
> >
> > Thanks.
> > Carlos

[PeteC]

Hi,

Have you checked what happens when you create an opportunity directly
(without a lead) ?

Regards

Pete.

[ctaborda]

Pete;

Yes, I just tried it and still no luck. I go to the CRM workflow monitor and
I see that I have 1 active under "Oportunity", but when I look at the log
nothing appears there. Nothing from the past, nothing.

What would it be?

[james]

I have a similar issue. I notice some odd event log errors when I try to
manually apply the rule too. It only creates the first section of activities
but never moves off even when complete.