Send email notification to Sales rep Through online custom Form

We can send Email notification to the corresponding sales rep from the online custom Form we created.So when the form we created is submitted then an email notification is sent.

Solution

  1. Click the Set Up Workflow subtab in the online custom Form we created
  2. Under Sales Rep Notification:
    1. Send E-mail Notification – Check this box if you want the sales rep assigned to this customer to receive notification when the customer submits this form.
    2. Template for New Leads – Select the email template you want to use to notify the assigned sales rep when a new lead, prospect, or customer submits this form.
    3. Template for Existing Customers – Select the email template you want to use to notify the assigned sales rep when an existing lead, prospect, or customer submits this form.You can set the default templates for sales rep notification at Setup > Marketing > Preferences > Marketing Preferences. If you do not select a template, NetSuite sends a standard notification message.
    4. If you would like others to receive notification when the form has been submitted, enter the email addresses in the Cc field.You can enter multiple email addresses by separating them with a comma or semicolon.

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