When a lead or opportunity is assigned to a salesperson/user, they will automatically receive an email notification immediately. This standard workflow handles the email notification to the assignee only. There is no option to turn it off or adjust the contents of the email at the moment.
▼ This feature is available for the Headquarters user access role only
View User account types for more info
- Click the Settings icon on the side menu bar
- Click Workflows on the left navigation bar
- Observe the first item on the list called Email assignee when lead/opportunity is assigned
Do drop us a suggestion via the feedback form located on the dashboard if you have any suggestions or email support@mhub.my.