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crmCE12.0
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Grégory

I'm not able to understand the notification process on a lead creation from the contact form on website.

Context #1 :

  • CRM + Website + Sales activated

  • Website contact form page set

  • Contact form settings set as follow :

    • Sales team : Europe (with at least 1 member)

    • Vendor : None

Behavior #1 : 

  • No notification

Context #2 :

  • CRM + Website + Sales activated

  • Website contact form page set

    • Contact form settings set as follow :

    • Sales team : Europe (with at least 1 member)

    • Vendor : John Doe

Behavior #2 : 

  • No notification

Question : How the website contact form is supposed to work ? What should I do to make it sent notification each time a new message is sent ?

Expected Behavior :

  1. Context #1 : Send a notification to each member of the sales team

  2. Context #2 : Send a notification to the defined vendor

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Andre
Best Answer

Its per Se a shame to call an application a CRM System but doesn't notifiy you on Online Purchases or new Leads. We use 11 ENT. And things like 35€ Application does, and you would expect from an "enterprise class" erp/crm system, is questionable.

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Atul Varma
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Hi Grégory,

You can see the contact us messages in your crm leads, You have to enable leads in crm settings. I did not find any notifications to salesperson though. Do share if you found any.

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