Notification Settings

Within your Notification Settings you can select what, when and how you or a member of your team are notified about new leads.

To edit your Notification settings, follow these instructions:

1. Select your Scorecard
2. Select ‘settings’
3. Select ‘Notifications’ 

Under ‘Notification’ setting you can edit the following;

Send Notifications - Choose if you would like an email notification when you receive new leads

Recipients - Add a comma separated list of emails who should receive these notifications

Content - Customise the notification email when you receive a new lead

Add your personal subject line for when you receive a new lead. As default you have first name, last name and the scorecard or your lead. 

You can further customise the Email content but as standard you have Name, email and status. 

When editing your notification email, you can use merge tags to include answers to questions or any other information you find relevant. Simply click the merge tag icon and select the option you want to insert.