R35980 Lead - Notify Assigned To Sales Person Upon Assignment
Code | R35980 |
Entity | Crm.Presales.Leads Entity |
Name | NotifyAssignedToSalesPersonUponAssignment |
Attribute | - |
Layer | Back-End |
Events | Commit, Committed |
Record State | Inserted, Updated |
Priority | Late |
Modify | YES |
Action | On commit - the rule checks if the Assigned To Sales Person field is set to a value different than the current database value and the user, associated with the assigned Sales Person, is different from the current user. On committed - if the above conditions are met, the rule creates a notification to the first User found to be associated with the assigned Sales Person through the Notifications system. |
Description | The rule ensures that the sales person assigned as responsible for the Lead will be promptly notified of this assignment. |
Message | - |
Version | Introduced: v.24 |
Revocable | YES |
* For more information about the Business Rules Documentation Template and a short explanation of each column, see topic System Business Rules.