Hi,
I am trying to create a workflow that will send out an email to the assigned user when a new lead is created. I am aware that sugar does this by default but I have created a custom template and want to use this. The default email does not have enough information for our requirements.
I set up a work flow as follows
Name: lead notice new
Execution Occurs: When record saved
Status: Active
Target Module: Leads
Applies to: New Records Only
Processing Order: Alerts then Actions
Description: send out email when a new lead is created
Conditions
When the target module changes
Alerts
Send lead alert using a Custom Template: lead_alert_new
The workflow works but it send out 2 emails. Can anyone tell me why Im getting 2 emails from this workflow?
(if you count the default email from sugar I actually get 3 emails for each lead)
Anyone know how you can turn off the default notices without turning off the workflow alerts?
thanks


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