Setting up who receives new lead notifications.
New lead notification emails are controlled in two places — a global setting that governs whether they send at all, and a per-user setting that governs who receives them. Both have to line up for a notification to arrive.
Global settings.
There are two global controls:
- Admin > Sales > Configure Email — sets the content of the notification and the default From and To addresses.
- Admin > Configuration > Notifications — controls whether new lead emails are sent at all, to anyone in the system.
If new lead emails are switched off under Configuration > Notifications, nothing will send regardless of any other setting.
Per-user settings.
Each user also has their own notification preferences. A lead owner who has new lead emails switched off on their own user record will not receive them, even when the global setting is on.
By default, a lead owner receives an email when a lead is assigned to them — not for every lead that enters the system.
If only one person is receiving notifications.
The usual cause is lead assignment rather than notification settings. Check your Round Robin configuration: if Round Robin is enabled by lead source but only a default lead owner has been selected, every lead will be assigned to that one person, so they will be the only one receiving notifications.
To spread assignment across a team, add the other lead owners to the Round Robin configuration.
Copying a third party on every new lead.
If you want someone outside the lead owner group — a call centre contact, for example — to receive a copy of every new lead notification, add their address as a CC or BCC on the notification itself:
- Go to Sales > Configure Email Content Sent to Lead Owner.
- Add the address in the CC or BCC field.
- Save.
They will then receive a copy of everything that comes in.
Important limitation.
A CC or BCC recipient only receives the notification if the email actually sends. That means:
- New lead emails must be enabled in the global settings, and
- The lead owner must have new lead emails enabled on their own user record.
You cannot have a BCC recipient receive new lead emails while the lead owner has them switched off. If the lead owner does not want them in their inbox, you have two options:
- Leave the notifications enabled for the lead owner and have them filter the messages in their own mail client, or
- Set up a workflow that sends the new lead details to the third party only.
If you cannot see the Configure Email settings
Access to Admin > Sales > Configure Email depends on your role permissions. If the option is not visible to you, ask one of your system administrators to make the change or to review your role.