Get notified each time you receive a new lead, text message or a phone call. Access your Notification Settings here.
General Lead Notifications
These notifications apply to leads that are not assigned to any specific team member. If you do not want to receive notifications for leads that belong to your team members, you can turn off notifications in this General section. You can choose how you want to be notified when a new, unassigned lead or text message is received. The options include:
- Email me: Receive an email notification.
- Text me: Receive a text message notification.
- Send me a push: Receive a push notification on your device.
Assigned Lead Notifications
These notifications apply only to leads that are specifically assigned to you. You can choose how you want to be notified when a new assigned lead or text message is received, or when an assigned lead calls you. The options include:
- Email me: Receive an email notification.
- Text me: Receive a text message notification.
- Send me a push: Receive a push notification on your device.
Notifications Help You Respond Quickly
Real-time text message and email notifications ensure that no prospect/lead response slips through the cracks.
- Immediate alerts: Email and SMS notifications offer instant updates when a prospect calls or responds to your outreach. This real-time information allows sales representatives to prioritize follow-ups and promptly address any queries or concerns, resulting in a better customer experience.
- Improved response time: With instant notifications, sales representatives can respond to prospects more quickly. This enhanced response time not only demonstrates a sense of urgency but also helps establish trust with potential customers, increasing the chances of conversion.
