When I assign a lead/transfer ownership of a lead to a colleague, can an automatic email be sent?
tbonito Posts: 3
I monitor our Pipedrive lead inbox and then allocate leads manually from there by transferring ownership to another member of our team. To notify them of this allocation I'd like an automatic email to be sent to them so that they know they're now responsible.
Is this possible in Pipedrive?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,242
You can easily do this using Pipedrive automation.
If you have any other questions or need further help, please don't hesitate to reach out.
Liz - Pipedrive Partner and Consultant Posts: 82
Hi @tbonito as Amit said, this can be done using workflow automation. Here's a rough mockup of the workflow you'd want to build:
If you'd like any additional help, please feel free to get in touch.1