CODEWITHSUNDEEP
sugarcrm
André
André

Reputation: 25564

SugarCrm - How to send e-mail to manager every time a Lead is updated?

I'm new to SugarCRM.

I've google but I can't find a solution for this. Every time a Lead is UPDATED (New Log Call, New Email Attached, New meeting, Status Change) I need to send an e-mail.

How can I do this in SugarCrm?

Best Regards, André

Upvotes: 1

Views: 413

Answers (2)

ErasmoOliveira
ErasmoOliveira

Reputation: 1426

If you are using professional version you need to create a workflow and customize the email template (everything using sugar interface in admin panel).

If you are using the community version you need to create logic hooks file and create you logic manually. I suggest you create one $old_lead in before save hook and compare this $old_lead with actual $bean and see if have one changes.

Upvotes: 3

egg
egg

Reputation: 1756

While the benefits of blasting a person with an email upon every update can be argued against, what you will need to do is use an after_save logic hook on the Leads module. Within that hook you would then send an email if it is an existing lead.

Helpful links:

Upvotes: 4

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