Alert When Lead Assigned to Salesperson - Workflow Event Handler
Use this event handler to automatically notify mobile users when a lead is assigned to a salesperson. To receive this alert, users must be subscribed to the LeadAssignedAlert publication. The notification will be an external email and a message sent to the CloudSuite Industrial Inbox form.
This is the text of the notification that is sent:
To: sluser Subject: Lead Assigned Alert Body: A lead LeadDesc was assigned to salesperson SalespersonName.
Variable Information
| Variable | Description |
|---|---|
| sluser | The mobile user who subscribes to this alert. The user's primary email address (from the Users form) is used. |
| LeadDesc | A description of the assigned lead. |
| SalespersontName | The name of the salesperson to whom the lead was assigned. |
Associated Event and IDO
The event IdoOnItemUpdate for the SLLeads IDO triggers this notification. The event fires when a lead is assigned to a salesperson, if the salesperson is a current user. Sales managers should receive this alert for themselves and for all of their direct reports.