How To Add/Edit The Contact Information For Lead Notification?
The lead management option of the Growth99+ application allows business account users to receive a notification via custom SMS or email, every time a lead is generated.
Every new lead to a business account is generated from the contact form. There is an option to add the email address as well as the contact number to which the business account user wishes to receive the email and SMS respectively. (CLICK HERE to know about creating an email template for a new lead)
To add an email id and a phone number where you wish to get lead notifications, kindly follow the below steps.
STEP 1
From your business account, click on the "Notification Center" menu under "Management".
STEP 2
The below page will appear. There you can add your email address and phone number (10 digits only) under the "Email / SMS Configuration" section accordingly and save them as shown below.
Now, you will start getting lead notifications to the given email address and phone number successfully.
To add multiple notification emails and/or contact numbers, kindly follow the below steps.
STEP 3
From your business account, click on the "Form Builder" option from the menu.
There you will find all the G99+ forms that are added to your website.
Click on the edit button beside them.
STEP 4
Click on the "Notification" tab on the form.
STEP 5
If you want to delete any email address already present there, just click on the small icon of a "trash can" on the right side of every email address that is added.
STEP 6
If you wish to retain the previously added email address and add another email address as well, click on the "Create Notification" button.
Select the option EMAIL from the dropdown if you want to add an email address or select SMS if you wish to add a phone number for getting SMS notifications.
STEP 7
Add a relevant email address of your choice and click on the "Save" button. We have added a sample email address as an example in the below image.
STEP 8
You can repeat the same steps to add a contact number for lead notification S.M.S. Click on the "SMS" option instead of the email option from the dropdown and enter the valid contact number. Click on the "Save" button to proceed.
Note: In case the notification field doesn't have either email or a contact number or if both the email and SMS fields are empty, the Growth99+ app will automatically send the email and SMS to the notification details added on the Notification Center.
For more information email us at product@growth99.com
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