Lead Notifications For Managment
V
Val Trussov
In the previous CRM I was able to receive text messages to my cell phone when we received a new lead on the clock. That way we can get on top of this right away and if the sales consultant is unavailable I can flip it to someone else
Shelby Parker
Thanks for sharing this, Val Trussov — totally get why a real-time text would help you jump on new leads and reassign quickly if someone’s unavailable. To make sure we’re scoping this the right way: which lead sources should trigger the SMS (all new leads, or only certain types like website forms/3rd-party/phone/chat)? Who should receive the texts (just managers on duty, sales consultants too, or based on who the lead is assigned to)? And when you say “on the clock,” what timing rules are you thinking (store hours, scheduled manager coverage, and/or different behavior after hours)?