Click Lead Setting
Choose Notifications/Assignments from the menu on the left
Click on Add Assignment Rule on the left as shown below
Name the rule and select a form from the Form dropdown list (The dropdown list includes all the standard and custom forms on your website that are processed as other web forms)
NOTE: If a form is already used to create an assignment rule it will not display in the dropdown list.
Assign the rule to the correct user or users
Once all have been assigned click Save
Users may also create a notification rule that applies to other web forms (employment will be used for the example below)
Under Web Form Notification click Add as shown below
Name the rule and select a form from the Form dropdown list (The dropdown list includes all the standard and custom forms on your website that are processed as other web forms)
Assign the rule to the correct user or users
Once all have been assigned click Save
Note: Custom Notification will only be sent if the 'other web forms' assignment is OFF in Automatic Lead Assignment Settings.
If a form is already used to create an assignment rule it will not display in the dropdown list.
Any rule or notification can be changed by clicking the Edit pencil
NOTE: If you want to change the rule name or form you will need to delete the rule and create a new rule.