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Notification of New Lead

Last post 02-21-2013 4:33 PM by Method_Ashur. 1 replies.
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  • 02-21-2013 1:01 PM

    Notification of New Lead

    Reply Contact

    Is there away to notify a team member when a new lead has been assigned to them? Other than creating an new activity for follow up?

  • 02-21-2013 4:33 PM In reply to

    Re: Notification of New Lead

    Reply Contact

    Hello mizebls,

    The only time a notification would be received is when the lead actually enters data into the web form, this notification will be sent to the user that created the web form. The other way, as you mentioned, would be through a Follow Up Activitiy notification.

    - Ashur

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