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Who gets notified?

Each time a lead gets entered into the system, either through Control Panel, Stand alone Lead Capture form or the Lead Capture Wordpress integration the following notifications will be sent out.

  • Email will be sent to each Staff member with 'Admin' role
  • If you have the Slack integration hooked up, it will also push the info to the channel specified
  • If you have automatic lead assignments in place it will also email/slack that coach or admin about the lead assignment.
  • If you have 'send coaches email' set to YES on the Lead Capture Form settings it will also send the email to all coaches.

 

Note:

At this time, you can't specify a single email to send all leads to, it will go to all Admins.

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