Upon having the user details and clicking the send button on the form, it creates a new lead in CRM on the ERPNext.
Everything works perfectly fine upto this stage. However, I am not able to see any notification for getting the new lead created in the CRM. I neither could find an option to activate System Notifications for lead doctype nor any option to send Email Notification on creating a new lead.
When any user submits the inquiry form the events should be triggered:
Send an email to website user informing them about receipt of their inquiry
assign the newly created lead to our employee with a system notification.
Can anyone help me in achieving the target of getting notified by email as soon as any user creates a lead through website product page inquiry form?
It looks like the form is adding only a comment under the activity section of the lead. None of the settings for notification are working out.
Can you guide me more in detail so that we can make this feature working i.e. sending an email notification to the website visitor and having a notification for the sales person to act on it?
Hello,
I am having another problem with the notifications. I have set an email notification for the customer to have a follow-up on the quotation we have submitted to them.
The idea is to have a followup after 07 days of the quotation date. I have made the following setup for notification:
Can you please advise what is going wrong in the setup as I can see the notifications for today if I click the button on left top, but the email notification is not being sent to customers.