As a small business entrepreneur, you would be aware that a only if the sales pipeline is full and strong will you be able to generate the projected revenue.
Following are the pointers that you should be aware of regarding the lead status.
- To whom is the lead is assigned to
- If a lead has been converted
- Lead deleted because its dormant
- Lead duplication
- Lead updated
- Schedule follow-up
Its not always possible for you to ask of the sales team to get the first hand report about the status of the leads that the marketing team qualifies.
To get an alert when there is any change in the status of the leads in the marketing and sales database, you need to integrate an automated and up-to-date CRM Like Apptivo CRM.
Apptivo Leads App allows the user to enable the lead notification either through News Feed or Email Feed.
By default "Email feed" is disabled to prevent your inbox from overflowing with flurry of mails. To avoid flooding of mails you can give priority to the specific action by enabling the toggle against the specific Lead feature.
Steps to Enable the Email Notifications
- Log in and access Leads App from your universal navigation menu bar.
- Click on "More" icon and select "Notification" located at the app header bar
- Select any option for which "Email Feed" should be enabled from left navigation panel. For eg: Leads
- By default, Email feed is disabled and News feed will be enabled.
- If you want to subscribe email notifications, enable "Toggle" button.
- All your changes will be auto saved.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article