Alert When Lead Assigned to Salesperson - Workflow Event Handler

Use this event handler to automatically notify mobile users when a lead is assigned to a salesperson. To receive this alert, users must be subscribed to the LeadAssignedAlert publication. The notification will be an external email and a message sent to the SyteLine Inbox form.

This is the text of the notification that is sent:


To: sluser
Subject: Lead Assigned Alert
Body: A lead LeadDesc was assigned to salesperson SalespersonName.

Variable Information

Variable Description
sluser The mobile user who subscribes to this alert. The user's primary email address (from the Users form) is used.
LeadDesc A description of the assigned lead.
SalespersontName The name of the salesperson to whom the lead was assigned.

Associated Event and IDO

The event IdoOnItemUpdate for the SLLeads IDO triggers this notification. The event fires when a lead is assigned to a salesperson, if the salesperson is a current user. Sales managers should receive this alert for themselves and for all of their direct reports.