Method Community

Sales created an opportunity and created an activity for another employee to visit customer. The opportunity did not appear for the activity assignee nor was an email generated (even though the email box was checked. Does an opportunity/lead to be converted to a customer for the normal activity assignment to work or was did we do something wrong.

Activity assignments for customers seems to work fine.

Please advise

Hi tom,

The function behaves the same for both leads and customers so I'm not sure why the user didn't receive an email notification. Does anyone from your organization receive Method emails? If not then I would recommend you check your email server settings/contact your hosting provider. I just created a test opportunity and selected both the email notification options, one for the opportunity, and one for the activity. Both emails were received in about 1 minute. Edit your users (Customize > Users > scroll down and click Edit...) to ensure they have access to all the necessary tables (i.e. Opportunity, Activity, Customer, Contacts, etc.) then save and test again.

- Ashur