Results 1 to 6 of 6

Thread: web to lead form - email notification?

  1. #1
    scorecomms is offline Sugar Community Member
    Join Date
    Jan 2010
    Posts
    23

    Default web to lead form - email notification?

    Hiya

    I've got a web to lead form on a website of mine that succesfully imports leads into sugar.

    However, I know there is a way to generate an email notification to alert me of a new lead but I don't know how to set it up.

    Can anyone help me? I have set up my smtp details and everything is working fine

    I have the latest sugar community edition!

    Thank you~

  2. #2
    roblaus's Avatar
    roblaus is offline Sugar Community Member
    Join Date
    Dec 2006
    Location
    Vienna / Austria
    Posts
    2,850

    Default Re: web to lead form - email notification?

    For this functionality you'll need either a workflow plugin (there's one on Sugarforge from Sierra / Bill Convis if I am not mistaken) or the Pro Version.
    But there is another way: Set up a dashlet for leads so that new leads will be displayed automatically.

    You may also activate the Sugar Feed settings in the admin section and add the corresponding subpanel to your homepage.
    __________________________
    Robert Laussegger
    http://www.iscongroup.net

    Bei Fragen: support@iscon.at
    Die deutschen Sprachdateien für SugarCRM und das deutsche Handbuch gibt es hier: http://goo.gl/kPsAz
    Ab sofort auch mit 6.4.2

  3. #3
    scorecomms is offline Sugar Community Member
    Join Date
    Jan 2010
    Posts
    23

    Default Re: web to lead form - email notification?

    Quote Originally Posted by roblaus View Post
    For this functionality you'll need either a workflow plugin (there's one on Sugarforge from Sierra / Bill Convis if I am not mistaken) or the Pro Version.
    But there is another way: Set up a dashlet for leads so that new leads will be displayed automatically.

    You may also activate the Sugar Feed settings in the admin section and add the corresponding subpanel to your homepage.
    Thankyou

    I'm buying some licenses for the client later this week for the pro version so all should be fine Will it all work automatically or will I have to sort through some settings?

  4. #4
    roblaus's Avatar
    roblaus is offline Sugar Community Member
    Join Date
    Dec 2006
    Location
    Vienna / Austria
    Posts
    2,850

    Default Re: web to lead form - email notification?

    Of course you need to set up some things but it's not rocket science.
    __________________________
    Robert Laussegger
    http://www.iscongroup.net

    Bei Fragen: support@iscon.at
    Die deutschen Sprachdateien für SugarCRM und das deutsche Handbuch gibt es hier: http://goo.gl/kPsAz
    Ab sofort auch mit 6.4.2

  5. #5
    Peterwk is offline Member
    Join Date
    Mar 2010
    Posts
    9

    Default Re: web to lead form - email notification?

    You don't need Pro or a plugin; this is built into SugarCRM Community. Search on web form notification ... there's lots of info. There is, however, a bug you need to work around. See http://www.sugarcrm.com/crm/support/...3-4b44cf1c1797

  6. #6
    roblaus's Avatar
    roblaus is offline Sugar Community Member
    Join Date
    Dec 2006
    Location
    Vienna / Austria
    Posts
    2,850

    Default Re: web to lead form - email notification?

    Apart from the bug: notifications only work for one single user which then has to assign leads to somebody else. In an ideal, workflow driven world leads are assigned according to criteria like product group, area or simply round robin. It's the same with support mails by the way. No possibility to assign a support department or even a particular support person.
    __________________________
    Robert Laussegger
    http://www.iscongroup.net

    Bei Fragen: support@iscon.at
    Die deutschen Sprachdateien für SugarCRM und das deutsche Handbuch gibt es hier: http://goo.gl/kPsAz
    Ab sofort auch mit 6.4.2

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Web Lead Form - Mail Notification
    By roberto.aloi in forum Help
    Replies: 15
    Last Post: 2011-12-13, 10:11 AM
  2. Replies: 2
    Last Post: 2010-03-21, 07:41 PM
  3. no email notification on lead creation by web to lead form
    By shamimwilson in forum Developer Help
    Replies: 15
    Last Post: 2010-03-16, 02:15 PM
  4. Replies: 0
    Last Post: 2008-12-02, 06:11 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •