How can I get notified when a Lead is assigned to me?
Follow these steps to receive notifications when a lead or any other record is assigned to you:
- Click the Main menu.
- Go to Essentials.
- Click Actions.
- Click the More icon on the Actions page's top right side.
- Select Configuration.
- Click the Activity Alerts tab.
- Go to Lead alerts and enable the toggle button for Lead is assigned to you.