How to Set Up and Manage Lead Notifications & Alerts

Overview
Stay on top of critical lead events—new capture, status changes, score thresholds—by configuring in‑app and email alerts.

Steps

1. Go to Automation & AI → Workflows, click + New Workflow.

2. Select Lead Contact module and pick a Trigger (e.g. “Lead Created,” “Status Changed”).

3. Add an Action: Send Email Alert or In‑App Notification, and choose recipients (owner, team).

4. Save and Activate.

Tips

• Use filters in your trigger (e.g. only if Lead Score ≥ 80) to avoid alert fatigue.

• Set up a daily digest workflow for lower‑priority events.

• Name your workflows clearly so everyone knows their purpose.

Troubleshooting / FAQs

• No alert received: Verify the workflow is active and your user role has notification permissions.

• Too many alerts: Add conditions or consolidate multiple triggers into one digest.

• Alerts firing late: Check any delay settings and your SMTP server queue.