We'd love to hear from you! Provide  feedback  to earn a badge today. Take our quick survey
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How To Setup Email Notification For Assigned Resource in Lead Assignment Rules

Question
4
Views
0
Comments
edited Jul 29, 2021 9:21PM in Sales

Summary

How To Setup Email Notification For Assigned Resource in Lead Assignment Rules

Content

Hi,

My requirement is to have an email notification sent to the assigned resource when he/she is assigned a lead by the lead assignment rules. I tried to do it using object workflow but it only works when you manually press the Run Assignment action. But when I try to create a lead processing activity and run the process, it only assigns the new owner but the email does NOT appear.

Is there a better way to achieve this other than object workflow? Is this a bug?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!