Help Center

Email Notification Settings

* Page referenced in this article: email notification settings page.

LeadCenter sends two types of email notifications:

1. System email notifications
2. Account email notifications

I. System email notifications are the following:

1. Lead ownership change.
2. Task ownership change.
3. Task update.
4. Appointment bookings, updates, and cancellations.
5. Appointment reminder 20 minutes before a meeting.

System email notifications can't be disabled or changed. For example, when a lead is assigned to you, you will receive a notification by email.

II. Account email notifications include:

1. Lead created: Get notified each time you receive a new lead.
2. Daily update: Sends you a report at 8:00 AM every day about the leads and contacts generated in the past 24 hours.
3. Weekly update: Sends you a report at 8:00 AM on Monday about the leads and contacts generated in the previous 7 days.
4. Monthly update: Sends you a report at 8:00 AM on the first day of the month about the leads generated in the previous month.
5. Call transcription notification: Get notified each time a call recording transcription is completed.
6. Incoming text message notification: Get notified each time a text message is received on your virtual number.
7. Event notification: Get notified each time someone submits an event form or when an attendee is moved to a different event or their status is changed.
8. Financial questionnaire: Get notified each time someone submits a financial questionnaire.

From this page, you can configure account email notifications. You can enable or disable notifications, and add or remove email addresses to receive the notifications.

Tip: You can set up additional email notifications using Workflows. For example, you can create a workflow that sends you an email when a contact's stage is updated.