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Can I notify users of new Contacts, Companies and Opportunities assigned to them when I convert a Lead?

Updated: 11 March 2019 16:47:28 OpenCRM::Leads OpenCRM::Settings::Additional

If you reassign Leads when converting them (to Company, Contact and/ or Opportunity), you also have the option to send a notification to the assigned user informing them of the new records which have been created. The email contains a link to each record, Contact, Company and Opportunity.

To switch this on go to Settings > Additional Settings > Lead Settings and tick the option as highlighted below:

Note

This setting requires activation from OpenCRM - please contact support or your project/ account manager for assistance with this.

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