If your staff would like to be notified via Email when an eLead is received, your System Administrator User can turn on eLead Notification Emails by following the steps in this Article.
Navigate to the Settings Tab
Choose the Email Tab
Scroll down to the eLead section.
Here you will choose which Email Template is sent when...
- an eLead is received
- an eLead is received that has requested an Appointment
- there is a Conversion Issue with an incoming eLead
In all three scenarios, you will need to enter an Email Address where you would like these notifications to be sent.
Once you've finished with these settings, click the blue Save button at the top of the Email Tab.
What if I want to Edit the Email Template for eLead notifications?
Navigate to the Setup menu
In the Quick Find, type "Templates" and click on My Templates from the Email menu
Select the eLead Notifications folder
Click on the Name of the Template you wish to Edit.
Next, follow along with our Video on How To - Edit Email Templates to learn more about the Email Template editing tools.