Turn on alerts

Alerts tell you the moment a new lead arrives, so you can call while the customer is still interested. They show on your lock screen like a text message, even when LeadCRM is closed.

Turn alerts on for your phone

1. 1Step 1: First put LeadCRM on your home screen and open it from there.
2. 2Step 2: Tap More at the bottom, then Alert settings.
3. 3Step 3: Tap Turn on alerts on this phone.
4. 4Step 4: When your phone asks, tap Allow.
5. 5Step 5: Tap Send a test alert to check it works.

Do this on each phone or computer where you want alerts. On a computer, open Settings, then Alerts (or Alert settings from the menu under your name, bottom left). Every device you added is listed under Your phones and computers, and you can Remove any of them. Signing out removes all of them, so turn alerts on again after you sign back in.

What you get alerts about

Each of these has its own switch under Alert me about:

• New leads: when a new lead is given to you. Owners and admins also hear about leads that arrive with no one assigned. You also get one when an open lead of yours enquires again, such as “Priya enquired again via IndiaMART”, and when a won or lost lead is reopened because it enquired again through a connected source.
• Leads handed to me: when a teammate gives you a lead.
• Follow-up reminders: about 15 minutes before a follow-up is due, plus a morning alert with how many are late and due today.
• Daily email: an email at 8:30 am (India time), Monday to Saturday, listing your late and due-today follow-ups. It is only sent on days you have some.

These switches are only for you. Your teammates set their own.

The bell

Every alert is also kept inside LeadCRM, even if phone alerts are off. On a phone, tap the bell at the top of Today, or More then Alerts. On a computer, click the bell at the top left. A red number shows how many are new. Tap an alert to open that lead.