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How to trigger email notification to sales manager when there is a new lead without owner?

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Posted on by Logan W

Hello,

in our business, leads will be automatically created when customers fill out the specific web form on our websie. Such leads are created without Owner because we want the team leader to review the lead and decide which member to be the owner.

Thus, I wonder how to create a workflow to trigger a notification email about a lead being available to be assigned.

Thanks!

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a33ik 84,331 Most Valuable Professional on at

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Hello Logan,

I'm afraid that's not possible for a lead record not to have an owner. There will be always an owner for a record (even if it's some system user account).

My recommendation is to create a workflow that will handle the creation of the record, check what's the owner (user to which record is assigned when it's created from the portal) and if the owner is that system account - send an email notification.

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Bipin D365 28,985 Moderator on at

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Hi,

You can also create Lead Source optionset field and set this value to Contact Us Website while creating from portal.

And now write your workflow on Record is created and check if Lead source is Contact Us Website then send an email

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Mohamed GRAIB 2,504 Moderator on at

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The solution That I recommend is Power automate,

You can add a condition, (If Owner in the lead table) does not contain data and the field (Source lead = Website)

Then :

Send a notification mail.

You can use also the same actions in a workflow.

Please mark my answer verified if this is helpful!

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CRMJetty 3,514 on at

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Hi Logan,

To send email notification on creation of record by using workflow refer below links:

https://www.azamba.com/2017/06/05/how-to-email-notification-workflow-in-microsoft-dynamics-365/

https://www.crmsoftwareblog.com/2020/01/send-dynamics-365-emails-from-power-automate/

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365.

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