Can I notify the lead owner when a new record is assigned?
Yes, you can. While creating a Web-to-Lead form , you must select the Notify Lead Owner check box under Email Notification, so that the corresponding Lead Owner will be notified when a new Lead is created. However, this option is available only in select Editions.
You can also create a workflow rule for this through these steps:
- Click Setup > Automation > Workflow Rules.
- Click Create Rule.
- Select the desired module.
- Enter a Rule Name and click Next.
- Execute the workflow based on record action.
- Click Create.
- Select Records Matching the Condition.
- Select Lead Owner and enter the lead owner's name.
- Create a Task or send an Email notification.
- Click Save.
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