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Thread: Notification of new lead

  1. #1
    Dale Thomas is offline Sugar Community Member
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    Oct 2006
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    Default Notification of new lead

    I have seen some similar posts that are years old so I don't want to use that guidance.

    I would like to receive an email or SMS message when I get a new lead. Can any point me in the right direction? I am using
    Version 5.0.0d (Build 3235).

    Any help would be appreciated.

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Notification of new lead

    Hi, Dale.

    You can use logic_hook before_save to do that.
    Before saving a new Lead (record not yet into database) you can send an email using the own Emails module.
    You can find good articles into sugarwiki which guide you to the right way.

    Best regards.
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
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    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  3. #3
    Dale Thomas is offline Sugar Community Member
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    Default Re: Notification of new lead

    OK - so I found the "Notifications On" checkbox in the email subpanel. However I can't get it to send mail when a new lead is created that has been assigned to me. I am able to send messages out throught the mail component. Anyone have any ideas?

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