🎥 Setting Incoming Lead Notifications

Video Tutorial: Who gets notified when you have a new lead? Learn how to specify who is notified here.

Christina Farrow avatar
Written by Christina Farrow
Updated over a week ago

When a new lead is automatically dropped into your lead manager from one of your lead contact forms that you may have embedded on your website or linked elsewhere, you have the option to specify who is automatically notified that a new lead is ready and waiting in your lead manager. 

While the owner of your account in Aisle Planner is set as the default to be notified, you can change this or add additional team members to receive new lead notifications.  

To get started, head on over to your Sales tab and follow these steps!

  1. Click on the black Actions button toward the top right of your screen

  2. Select Manage Lead Notifications from the drop down menu

  3. Click to add a checkmark next to the names of any team members who should automatically receive new lead notifications, then select the All Set button to return to your lead index. These team members will receive new lead notifications via email and in-app through their notification center. If you no longer wish to send automatic notifications for new leads to a team member, just click on their name to remove the checkmark. 

Pro Tip: While the step is a shortcut to manage some of your lead settings, you can also click into your business settings (by clicking on the cog icon toward the top right of your account) to access all your lead settings.

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