Configuring Auto-Notify Settings

Auto-notify settings can be set and configured to do this for all leads, or for specific leads. 

Article Contents

• Managing via User Settings
• Managing via the Contact Manager

• Manual selection of contacts you own
  
• Primary contacts on open opportunities you own

• Customers
  
• Secondary contacts on open opportunities you own

In addition, by default, email notifications are sent out once per 24-hour period for each day a lead visits the site.

To configure auto-notify settings, do the following: 

1. Click    User Menu > Settings in SharpSpring's top toolbar.
2. Scroll to the Auto-Notify Settings section.
3. Select one of the following options:

Click to enlarge.

A bulk setting that sends notifications for every contact assigned to you when you are set as their lead owner.

4. If you selected Manual selection of contacts you own, click any or all of the following options:

All other relevant points of contact for an opportunity.

This option is only available if the Primary contacts on open opportunities you own option is selected.

Any contact that is associated with a Closed-Won opportunity or has had their lead status set to Customer.

5. Optionally, do the following:
   • Click the Exclude leads who have visited within the last X days checkbox.
   • Enter the desired number of days.
6. Click Update Auto-Notify Settings.

You can view which contacts are set to automatically notify you through email when they return to your website. This information can be set and managed through the Contact Manager.

To access the auto-notify list and manually select which leads you want to be automatically notified about, do the following:

1. Click Contacts in SharpSpring's left toolbar.
2. Click    Options > Manage Auto-Notify.
3. Click the desired contact in the list that appears.
4. Click    Notify next to the contact’s name.

Once set to automatically notify, the icon will light up.

Click to enlarge.