Send Alert to Lead
DEALERSIP User Manual/CRM
When the "Send Alert to Lead" checkbox is selected, the system automatically sends alert to the lead when vehicles listed under "Interested In" become available. Following notifications are triggered in this case:
- Notifications are sent to the lead if following conditions are met:
- A valid email must be entered in the Email field.
- Email Opt Out must be set to No.
- At least one vehicle must be selected in the "Interested In" field.
- Archived must be set to No.
- Notifications are always sent to the lead creator (a user in software), regardless of any settings on the Create Lead page.
Note: If a lead submits Lead Form from the front portal, all aforementioned flags are automatically set so that all alerts could be enabled for the lead.