Who Will the New Lead Notifications Be Sent To?

  • Updated
Each time a new Leads come into the CRM, an Email notification is sent to the firm members you choose to notify.
To set up Email notifications:
  1. Select Firm Settings from the drop-down list beside your avatar.

  2. Click CRM from the left menu bar, then select CRM Options from the expanded menu.

  3. A list of firm members that will receive the email notifications appears under Notified Users for Form Submission.

  4. Add a firm member by selecting their name from the drop-down list, then click the plus sign.

  5. To remove a firm member click on the trash can icon next to their name.


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