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New Member
Posts: 6
Registered: ‎06-30-2014

New Lead best practices

I am new to Saleslogix and would like to set up a process for adding new LEADS and then notifying the assigned sales rep that they need to follow-up and begin working the it.   I can add new leads properly but i was hoping someone could suggest a way to notify my reps that i have assigned a new lead.

 

Any suggestions of help is greatly appreciated.

 

Bronze Elite Contributor
Posts: 514
Registered: ‎03-24-2009

Re: New Lead best practices

You will need to use a 3rd party application like Orbis TaskCentre to achieve an automated process like this. 

Regards, Adam Travers
empath-e Services Limited
Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: New Lead best practices

If you would like to see TaskCentre - I can show it to you.

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RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
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