Not rated

Notifying manager about new assigned lead

Sending an email notification to the manager about a new assigned lead

    Description
    Product description

    Rapid notification of the manager about the new appointed lead when manager is not logged into Creatio.

    The template can be used as a sample for setting up assignment notifications about any object (for example, Account or Opportunity).

    How to start using the template:

    1. Configure synchronization with the mailbox in Creatio.
    2. Specify the mailbox to send the messages in the 'Sender email of lead notifications' system setting.
    3. Verify that the managers in Creatio have at least one email in the contact page.

    Manager will automatically receive email notification when he has been assigned as Owner of the lead.

    Languages
    Price
    Free
    Support is not available for this application.
    Support conditions

    Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.

    Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.

    We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.

    Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.

    Product compatibility
    Product
    Sales
    Marketing
    Version
    7.11 and up
    Platform
    .NET Framework
    Developed by
    Support
    Cost
    Category
    Type
    Template
    Compatibility