Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings
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.

RJ Ledger - +1 603.369.3047 x101
".. Innovators in Mobility - Experts in Workflow Automation..." - blog: