Setting up email notification for assigned user whenever a new lead is created.

Hi everyone!

I am relatively new to Sage CRM, and I am setting up a web to lead form for my client using Sage 300. The web to lead form is working as expected, and it is capturing the leads from the website.

These are the URLs where I've embedded the forms:

https://www.supremeheating.com.au/free-quote-test-99999/

https://www.supremeheating.com.au/test-form-8888/

Now my client wants to set up an email notification sent to the assigned user whenever a new lead is created in the system via the web to lead form. I am not sure whether I have to set up an Escalation or Workflow?

And I am unable to find any resources to set up the email notification. 

I really appreciate any help you can provide.

Regards,

Jeff.

Parents
  • 0

    If you are sending an email to the assigned user, and recording this in CRM (by email amanager) Then you can create a view that looks at the leads communications and if the reminder hasn't been sent then send it. The view does all the conditional checking as a row will only appear if no communication is found and you can thus have an unconditional escalation rule.

Reply
  • 0

    If you are sending an email to the assigned user, and recording this in CRM (by email amanager) Then you can create a view that looks at the leads communications and if the reminder hasn't been sent then send it. The view does all the conditional checking as a row will only appear if no communication is found and you can thus have an unconditional escalation rule.

Children
  • 0 in reply to Darren Blagden

    Could also pin a report to the dashboard of Leads without Communications on them. (this is actually my preferred method as then users aren't getting lots of emails which they could just end up ignoring anyway)

    The report could be of Leads assigned to the user which have no communications. So highlighting that they need to do something with them. From the dashboard they can go into the record and/or update its position in the Workflow as well.