Hi everyone!
I am relatively new to Sage CRM, and I am setting up a web to lead form for my client using Sage 300. The web to lead form is working as expected, and it is capturing the leads from the website.
These are the URLs where I've embedded the forms:
https://www.supremeheating.com.au/free-quote-test-99999/
https://www.supremeheating.com.au/test-form-8888/
Now my client wants to set up an email notification sent to the assigned user whenever a new lead is created in the system via the web to lead form. I am not sure whether I have to set up an Escalation or Workflow?
And I am unable to find any resources to set up the email notification.
I really appreciate any help you can provide.
Regards,
Jeff.