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How Do I Create A Workflow Rule For Lead Notification Assignment?

Mar 22, 2017 at 08:15 AM

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Hello guys,

How can I do this?

I want my sales employee to receive a notification when i assign a lead to him/her inside the system.

It can go like this "You have been assigned with Lead "name" in "Account". Please review and check it.

Can anybody show me the right configuration for the workflow rules? I'm really confused with this as of the moment.

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2 Answers

Alexandre Kaminagakura Mar 22, 2017 at 04:45 PM
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Hi,

1- Create a new workflow that executes on every save.

2- As condition, add the rule "Responsible (before save) is not equal to the field Responsible".

3- Add the action Notification. In the recipient you add the lead responsible.

Best regards.

Alexandre.

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Miguel Francisco Rocha Mar 23, 2017 at 02:22 AM
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Hi Alexandre,

Thank you for taking the time to reply but I can't see the "Responsible here"

Regards,

Nico


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