Notifications and Assignments for New Leads Follow
Law Ruler allows you to configure notifications for individuals and/or users of the portal regarding new leads that are created. The system can also automatically assign new incoming leads to a specified user. These tools are useful if you are a firm that has a singular person that handles all incoming inquiries.
Only users with Admin Rights will have access to make the changes mentioned in this article.
New Lead Notifications
- Using the blue menu on the left-hand side of the screen, click on “Setup”.
- Navigate to the “Global Settings and Statuses” page.
- Locate the “New Lead Notifications” section. This is where you will be able to configure who should be notified whenever new leads are created in your Law Ruler portal. You will have the option to manually type in email addresses and phone numbers (this will determine whether the person will be notified via email and/or SMS). Any email address and phone number can be entered in these fields, even if the person does not have a Law Ruler user account. If you are entering multiple emails and phone numbers, please make sure they are separated by commas.
Another option is to send the New Lead notifications to your existing Law Ruler users. These notifications can be sent via email and/or SMS. If you’d like to notify your users via SMS, make sure that they have a mobile number configured with their account otherwise they won’t receive any text messages.
- Don’t forget to click the “Save” button after making your desired changes.
How to Automatically Assign New Leads
- In the Global Settings and Statuses page, locate the “Import Settings for Leads imported from Affiliate Emails / API Parsing” section.
- This section will allow you to automatically set a default Assignee and/or Owner for all new leads that are created in the portal via API/vendor integrations.
- Don’t forget to click the “Save” button after making your desired changes.