Notifications and Assignments for New Leads Follow
The CRM allows you to configure New Lead notifications that will notify select individuals and/or users whenever new leads are created in the portal. The system can also automatically assign new leads created via API to a specified user. These tools are useful if you are a firm that has a singular person who handles all incoming inquiries.
💡 Please Note: Only users with Admin Rights will have access to make the changes mentioned in this article.
New Lead Notifications
Using the main navigation menu on the left-hand side of the screen, click on “Setup”.
Next, navigate to the “Global Settings and Statuses” page.
Using the menu that will appear on the right-hand side of the screen, jump to the “New Lead Notifications” section.
This is where you will be able to select who should be notified whenever new leads are created in your CRM 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 CRM 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 CRM users. These notifications can be sent via email and/or SMS. If you’d like to notify users via SMS, first make sure that they have a mobile number configured for their account otherwise they won’t receive any texts.
Don’t forget to click the “Save” button after making changes to the settings for New Lead notifications.
Assignments for New Leads Created via API
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. These settings do not apply to leads that get created in the portal by calling a tracking number.
Don’t forget to click the “Save” button after making your desired changes.
If you need further assistance with your CRM system, then please contact the support team.
🤗 Thank you very much for choosing the CRM!