Portal Lead Email Notifications
Introduction
This page will help you create an email notification when a new lead has been submitted through your portal system.
User Permissions
The specific user permission needs to be enabled to allow users to edit the global notification preferences.
Home > System Settings > User Permission Groups & Set Permissions > Click edit on the user group you wish to update
How to find the system setting
Navigate to the global notification preference settings page.
Home > System Settings > Global Notification Preferences
How to setup a notification
Locate your Global Notification Preferences System Setting from within the Customise your System sub section
In this section click on the option 'Actions' against the row 'New lead received from portal'.
Tick whether you would like a Notification, and Email or both
Where and from whom the email is sent:
Locate the Global Settings System Setting within the Customise your System sub section
Home > System Settings > Global Settings
Scroll to the section headed 'Portal Settings'.
Next, update the email 'FROM' and 'TO' address, with the email address(es) you wish to use.
Now click the 'Save and Close' button at the bottom of the screen to keep your changes.
What will the email look like when we receive it:
This is an example of the email you will receive, when a lead is created in your portal.