Notifications

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Due notifications

  • Enable due notifications - enable/disable the due notifications. Notifications for leads statuses due days can be configured here. If the Due value is set, then at the specified time the administrator (leads owner) will receive an email with a list of leads in which the status changed output exceeds due days;

  • Send at - select the time when the notification will be sent;

  • Template - select the template for notification message.

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Reminder notifications

  • Template - select the template for reminder notification message.

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Quote notifications

  • Auto-send notifications after creating a quote - enable/disable automatic sending notifications to lead after creating a quote;

  • Send to - select a direction - Email, SMS, and Email + SMS;

  • Email Template - select the email template for notification message;

  • SMS Template - select an SMS template for notification message;

  • Email Bcc - set an email to send copies of notifications, a list of recipients won't be visible for lead. You can use multiple addresses by separating them with a comma;

  • Delay in sending notifications - specify the delay in notification sending. The default value: 3 hours;

  • Notification days - days that notifications can be sent out on. The notifications will be sent after the selected delay on the first available day and hour;

  • Notification hours - hours that notifications can be sent out on. The notifications will be sent after the selected delay on the first available day and hour.