Portal Lead Email Notifications

Owned by Chloe Fuidge-Lugg (Unlicensed)
Last updated: Jun 02, 2021 by Stephen Tinnion
2 min read

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.

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