Who Will the New Lead Notifications Be Sent To?

Who Will the New Lead Notifications Be Sent To?

Each time a new Leads come into the CRM, there will be an Email notification that gets sent to anyone in the firm that you choose to add within Firm Settings.
  • Navigate 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 icon next to their name

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