Setting up email notification for assigned user whenever a new lead is created.

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.

  • 0

    Hi Jeff

    Personally I would first create a 'stop' field (more on this in sec) like lead_stop (text 1 character)

    Then yes I would use Escalation Rules to fire off an email, knowing that escalation rules run every 3-5 minutes to want to make sure the email is only fired off once (hence the stop field). 

     I keep getting an error trying to save my entire answer to you....

  • 0 in reply to Matthew Shaw

    Will try this again with no special characters (were possible)

    Hi Jeff

    Personally I would first create a stop field (more on this in sec) like lead_stop (text 1 character)

    Then yes I would use Escalation Rules to fire off an email, knowing that escalation rules run every 3-5 minutes to want to make sure the email is only fired off once (hence the stop field). 

     SQL Trigger would be lead_stop IS NULL AND lead_source = 'web' this would then only fire if the source is Web and the stop field hasn't been used. Then in the Actions I would do two

    The first one would be a SQL Statement (find these more reliable) of UPDATE Leads SET lead_stop = '1' WHERE lead_leadid = #lead_leadid#       this marks the stop field so this lead won't be notified about a second time

    The second action would be to send an email to whoever you want saying whatever you want. 

  • 0 in reply to Matthew Shaw

    Hi - Thanks for writing back. I will try this and let you know how it goes. 

  • 0

    If you are sending an email to the assigned user, and recording this in CRM (by email amanager) Then you can create a view that looks at the leads communications and if the reminder hasn't been sent then send it. The view does all the conditional checking as a row will only appear if no communication is found and you can thus have an unconditional escalation rule.

  • 0 in reply to Darren Blagden

    Could also pin a report to the dashboard of Leads without Communications on them. (this is actually my preferred method as then users aren't getting lots of emails which they could just end up ignoring anyway)

    The report could be of Leads assigned to the user which have no communications. So highlighting that they need to do something with them. From the dashboard they can go into the record and/or update its position in the Workflow as well.