how do send an email to admin when leads are converted to contact?
You could set up a new workflow (Admin > Workflow Management > Create Workflow Definition) that would send an alert whenever a Lead is converted (wouldn't differentiate between what it was converted to, however)
1. Create a workflow with the following settings:
- Execution Occurs: When Record Saves.
- Target Module: Leads
- Processing Order Alerts then Actions
- Applies to: Update Records Only
2. Set up the following Condition:
- When a field in the target module changes to or from a specified value
- Field: Converted
- Specify new " Converted " value: Equal Yes
3. Create the the Alert and add the Recipient as Follows:
- A specified user (then pick the user you wish to get the notifications)
- User who is assigned the record
- Type: To
You can find more detailed information on creating workflows in the document linked below. You could also take a look into setting up an e-mail template if you wanted to make the e-mail notification a little bit fancier!
Hope this helps!
Yes ! Thanks !
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