AnsweredAssumed Answered

Lead assignment notification not working

Question asked by Yury Voloshin on Sep 19, 2018
Latest reply on Sep 21, 2018 by Yury Voloshin

I'm trying to solve the problem of Lead assignment notifications not working. This question has two parts.

1) What are the possible causes of lead assignment notifications not being sent out, besides those listed in documentation? In my case, the system-level notifications are On and email works well for other uses. Self-assignment has been ruled out.

2) Since the built-in automatic notifications don't work, I created a Process to send an email when a user is assigned to a Lead. It works as intended, but I'm having trouble getting the email to look as desired. In email template, I'd like to have this sentence:

<assigning user name> has assigned a Lead to <assigned user name>.

The <assigning user> can be the currently logged in user. How can I create a custom variable that will insert the name of the currently logged in user into an email template? Is there another way to insert the <assigning user name>?