web to lead form - email notification?

[scorecomms]

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~

[roblaus]

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.

[scorecomms]

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?

[roblaus]

Of course you need to set up some things but it's not rocket science.

[Peterwk]

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

[roblaus]

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.