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Lead assignment notification sap c4c

HI Experts,

We have a requirement in which a notification is to be sent to a sales manager as soon as his sales executives generates a lead and if that lead is assigned to anybody then a notification is to be triggered. How can I do this with the help of Workflow or PDI?

Regards,

Pragati

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    author's profile photo Former Member
    Former Member
    Posted on Aug 19, 2016 at 08:05 AM

    Hi Pragati,

    • You can create a Lead workflow with timing as "On Create only".
    • In conditions, you could have Owner equal to "*".
    • Recipient determination as "Manager of Main responsible Sales employee".

    In case of new account, if you reassigning a Owner (by default log in user is owner), then you could use timing as "On Save only".

    Regards,

    Pavithran

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