Extending the Capabilities of the Application
Although the previous workflow will function properly, it is just a starting point and would not generally be considered to be “enterprise ready.” Following are some items to consider as ways of enhancing the functionality of the application:
• Create custom list views to show and hide the sales leads depending on whether the lead is actually closed.
• Create an alert in the Sales Leads list that alerts a manager when an item that is set to SaleClosed equals Yes.
• Create a new workflow that starts when an item is added to the Customer list that sends an email to the assigned salesperson to alert her that she has a new client.
• For testing purposes, add the workflow action Log to History List to ...
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