Hi,
I'm confused about the steps required to collect leads from a webform to be assigned to different record owners for their attention.
I have set up a webform to collect leads from an advertisement.
To create the form I have completed sections for:
- lead assignment rule
- notifications to owner and visitor*
- request for approval
Do I still have to create an auto response rule for the appropriate email to be sent when a record is generated by the webform? Is this necessary when I have completed notifications to owner of record and visitor nominating the specific email templates (above*)
I have then created workflow rules which seems to duplicate this information in some areas:
- In the workflow rule for sending alerts, will the record owner get another notification duplicating the one above*
- In the workflow rule for tasks , if I tick notify assignee (not remind assignee) will the record owner get a duplication of the same notification (*)
After spending considerable time reading support notes and looking at tutorials, I'm still unclear about the process.
Thanks.