I need to create a workflow only when a Lead comes into CRM from one of our specific Websites which
I want an Email triggered to an internal CRM User at my company notifying them of a new Lead. So, I have a couple clarifications when I create the Workflow Rule Details.
The Record Type = Lead - is this correct?
The Trigger Event = When a New Record Saved. Is this correct? This will be a new Lead coming into CRM but it's not a record that hasn't actually been saved...not sure of this one.
And finally, I created workflows around "Account" but not "Lead" so I'm not sure what the expression would be for the Workflow Rule Condition. Again, I only need the workflow for Leads that come into CRM from a specific website (Campaign) so I don't need emails triggered for every new Lead coming in.