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Activity Alerts notify you of lead activity, like a new lead or when a contact visits your website. These alerts include links into your system so you can take immediate action, no matter where you are.
To manage your Activity Alerts, select My Account from the Admin Menu.
Next, select Activity Alerts in the left column. Here you can add and configure your alerts (you'll notice you have a default email alert setup with the external email address on file).
To add an email alert, simply click the Email or Mobile/Text link to enter in the email address or phone number for text message alerts. You can add up to three contact methods, in any combination, including the default email alert.
Once you enter the email or phone number, click Save.
Next, you can choose to receive a text notification, email notification, and/or a push notification on your mobile device for the following items:
- New Contact
- Contact visited your Website
- Contact Updated Information
- New Message from Contact
- New Recommendation on Your Website
- New Email from Non-Contact
Daily Activity Report
You are automatically signed up to receive the Daily Activity email. To unsubscribe, click the check box to clear it. To change the email address the summary is sent to click the blue Settings link and update your external email address. Learn more about the Daily Activity Report