Workaround for lead notification

I am looking for a way to have the responsible user receive an email anytime a new lead is assigned to them. Here is the trick, no 3rd party apps can be used for security purposes. Any ideas?

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8 comments
  • Hi Erin,

    How about creating a Task, assigning it to an individual user, then setting a reminder date within the Task?

    That should then trigger reminder email, as well as importantly ensuring that user assigned the Task is notified of this in their Task list.

    Hope this works for you and is also helpful?

    kind regards, Simon

     

     

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  • Hi Erin,

    Here is a great article on following items to receive updates. If the user is following new leads they will be notified of any changes. However, after reviewing the article and your question, I'm not sure it helps because the user themselves has to go in and click "Follow" I wonder if there is a way to "follow" for another user...

    What if you linked that person in addition to assigning the Lead to them? that could get cumbersome and there is still no email notification. I think Simon is correct, the only workaround I see is assigning a Task to that person to "Follow up on New Lead."

    Sorry I spent most of this post thinking out loud! I hope the task assignment helps!

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  • Hi Erin, 

    Create an Advanced Report with Smart Alerts.

    As always if you have any questions or concerns, please let us know.

    Thank you,

    Micah Feldkamp

     

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  • Great idea Micah! That is perfect. 

     

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  • You're welcome, Erin :)

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  • Hi Micah,

     

    Could you please elaborate on how this is done? Your report will need at least one summary field to set up an alert, because alerts are based on numeric limits for the entire report. What numeric limits might be set to notify a user of a lead being assigned to them?

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  • Hi Dianne,

    I would be more than happy to help you.

    Go to Lead Report.

    Pull any numeric field onto the report (Lead Rating, Employee Count, custom field, etc.), add the Summary with the Type "Count", create a filter "Lead Status not equal to Not Contacted", create a filter for the User Responsible, run the report, and create a condition for the Smart Alert "Record Count is greater than 0". 

    The user receiving leads will need to update the Lead Status field after receiving the lead, therefore only newly assigned leads will show in the report.

    If you have any questions or concerns, please let me know.

    Thank you,

    Micah

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  • And...the Workflow Automation tool (available only on Professional & Enterprise Plans) will make the lead notification setup process a breeze and give you much more control on how the user gets notified.

    Thank you,

    Micah

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