Each time a new Leads come into the CRM, there will be an Email notification sent top anyone in the firm you choose to notify. This can be set up in Firm Settings.
- Go to Firm Settings
- Select CRM Options. Under the section, Notified Users for Form Submission, there is a list of users within your firm. These are the users that will get the email notifications.
- You can add users by selecting their name from the list and then click on the plus sign to add:
- You can remove a user by clicking on the trash can icon next to their name
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