Each person chooses their own alerts: open the menu under your initials, Sign-in and security, then New leads and missed calls.
- New leads I get
- Missed calls and voicemails
- Every new lead, whoever gets it (admins and managers)
Each can come by Email, Text or both. Emails for the first two start on.
Texts
Text needs your cell phone (US or Canada), added on the same page. Ticking Text is your agreement to get alert texts. The first one says so. Reply STOP to end them.
A text looks like: LeadVault: new lead, Jane Doe, Mortgage, Austin, TX, (512) 555-0143 with a link to the lead.
What alerts and what doesn't
- A lead from a form, the API, a lead ad, or someone adding one for you: alerted.
- A lead nobody gets by the rules: alerts the admins and managers who can give it out.
- Imports, and leads you add for yourself: no alert.
- Do-not-contact leads: no alert.
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