Notifications

Overview
This page controls when and how the system sends email and in-app notifications related to leads.
Notification Settings
Setting
Description
Send Email on Lead Creation
Sends an email automatically whenever a new lead is created.
Notify Time Before (in hours)
Sets how many hours in advance a reminder notification is sent before a scheduled action.
Delay Notifications
Delay notifications alert managers when a lead has gone too long without action.
⚠️ How Delay and Withdraw work together: The delay timer starts first — once a lead becomes delayed (no action taken within the configured hours), the system begins sending delay notifications. After that, the Withdraw timer kicks in and the lead gets pulled from the salesman and moved to Lead Stock. In other words, delay notifications are the warning, and withdraw is the consequence. Make sure the delay hours are set to less than the withdraw hours in Withdraw Settings so the salesman gets notified before the lead is taken away.
Setting
Description
Delays (Notification Triggers)
Select which lead states trigger a delay notification.
Delays (Email Notifications)
Select which states trigger a delay email notification.
Within (hours)
How long a lead can be inactive before the first notification is sent. Default: 1 hour.
Notification to Managers After (hours)
How long before the manager is also notified. Default: 2 hours.
💡 Delay notifications repeat every 30 minutes. If set to 2 hours, the system sends 4 notifications total before stopping.
Sales Assignment Email Notifications
Trigger
Who Gets Notified
New lead assigned
Salesman + their manager
Assigned salesman completes an action
Manager only
Another user takes action on the lead
Salesman + their manager