Setting Up Lead Notifications
Configure SMS and email alerts for incoming leads.
Speed matters when following up on leads. Configure your notification preferences so the right people on your team are alerted immediately when a new lead is assigned.
Notification Contacts
In the Leads Hub settings, add SMS phone numbers and email addresses that should receive instant notifications when a lead comes in. You can add multiple contacts so your dispatcher and sales team are all in the loop.
Lead to Job
Assigned leads can be linked to jobs for end-to-end tracking. This lets you measure conversion from lead to completed service.