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Thread: New lead notification email

  1. #1
    kabyers is offline Junior Member
    Join Date
    Sep 2007
    Posts
    1

    Default New lead notification email

    I am trying to set the system to automatically notify a sales person of a new lead received. I am new to Sugar and cannot seem to get the system to email the sales person upon assignment of a new lead.

  2. #2
    bickart68 is offline Sugar Community Member
    Join Date
    Apr 2008
    Posts
    111

    Default Re: New lead notification email

    First, you will need to get outbound email working under Admin->Email Settings
    Be sure to turn on system notifications
    Next make sure that the sales person has an email address and that they also have indicated they want to receive notifications.

    If you are using PRO or higher you can use a workflow to send an email that is based upon an Email Template that includes a rich set of detail

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