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Notifying manager about new assigned lead

Sending an email notification to the manager about a new assigned lead
Template
Application type
Business process
Template type
    Product 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.

    Price
    Free
    Product compatibility
    Product
    Sales
    Marketing
    Version
    7.11 and up
    Platform
    .Net Framework

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