Administrators | ✓ | |
Company Managers | ✓ | |
Marketing Managers | ✓ | |
Sales Managers | ✓ | |
Salespersons | ✓ | |
Jr. Salespersons | ✓ |
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Auto-notify settings can be changed as needed through your account settings. Auto-notify settings can be configured for all leads, or for specific leads. Be aware that, by default, auto-notify settings have the following options selected:
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In addition, by default, email notifications are sent out once per 24-hour period for each day a lead visits the site.
To configure auto-notify settings, do the following:
Click Settings in the left toolbar.
Option | Description | |
All contacts you own |
A bulk setting that sends notifications for every contact assigned to you when you are set as their lead owner. | |
Manual selection of | This allows you to choose individual sets of leads based on the type of lead they are. | |
Disable these settings | Turns off all automatic notifications for leads you own. |
Option | Description | |
Primary contacts on | The primary point of contact for the opportunity. | |
Secondary contacts on open opportunities |
All other relevant points of contact for an opportunity. This option is only available if the Primary contacts on open opportunities you own option is selected. | |
Customers |
Any contact that is associated with a Closed-Won opportunity or has had their lead status set to Customer. | |
Contacts on accounts | Contacts on any account that you are owner of. |
You can view which contacts are currently set to automatically notify you through email when they return to your website through the Contact Manager.
To access the auto-notify list and manually select which leads you want to be automatically notified about, do the following:
When set to automatically notify, the icon will light up.
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