Notifications

Question

Can you tell me CRM if we can have an automated email notification sent to the sales rep when a lead is assigned to them?

Matthew Shaw · Answer

Hi Suzanne 
 With CRM you can create an number of custom notifications / email alerts. For your example you might want to look at creating a 'Quick' Notification. For Standard entities this can be done by going to Administration | Customisation | Lead within this area at the top is a tab marked 'Notification' In here you can configure CRM to use either the on screen notification or send an email when a criteria is met (e.g. when the Assigned To field becomes populated) 
 For more advanced criteria, you might want to think about editing the Lead Workflow 
 Building a workflow (sagecrm.com )

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Notifications

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