Skip to Content
Menu
This question has been flagged
2 Replies
3506 Views

Hi, Using version 10C self hosted.

When a new lead is created from lead form, a user that is following the respective sales team is not added as follower on the new lead and therefor not receiving a system notification.

Would really appreciate any tips on what I could be doing wrong.

Thanks.

//Alexander

Avatar
Discard
Best Answer

I checked with your scenario. I can't find the problem. Sales team respective person will automatically added to follower list. Please provide some screenshots, Then it will be easier. [Please check the same by changing  "see own leads" to "see all leads" from user settings]

Avatar
Discard
Author Best Answer

Hi Nilmar.

Thank you so much for your answer. 

User got access to all leads. (also settings/ admin rights, not admin user)Another thing is that if I create a new quote and use a Quotation template, Admin is always set as sales person. I do not know if that is related, but might be worth mentioning.

Not quite sure what you want to see.

//Alexander

Avatar
Discard
Related Posts Replies Views Activity
3
Jul 24
27566
1
Dec 21
3561
3
Apr 18
4961
2
Feb 18
2136
1
Jul 17
3192