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Daily Email Notification

To Enable / Disable Daily Email Notifications – Select the Email drop down in Manage Workgroups.

This feature needs to be activated at the workgroup level and turned on in the individual user logon.  A template must be set up to define the basic content and other key data. 

Daily Email Notifications are prepared and sent to individuals.   Email Notifications can be produced for any of the four assignment level personnel:

  •  Organization (main contact)
  • Account Managers
  • Partner (main contact)
  • Partner Reps

The Email Notification contains the following events:

  • New Leads the prior day (input via load process or manual add)
  • Leads reassigned the prior day
  • Lead expiring (see description of this feature in Campaign Management)
  • Call Backs today

The following is what a sample Daily Email Notification would look like that was sent out by the application at 3 AM EST: 

From: “Alive Sales & Marketing Department” emailnotifcations@client.com
To: “Mike Jolly” mike.jolly@alive.com
Subject: Leads Notification

Company: Alive

[Please do not reply to this e-mail, this is an unattended e-mail account]

This is to notify you that a sales opportunity has been posted on our lead management system.

Go to http://www.client.com/login and log into using your user name.  If you have any questions, please contact Sandy Perko at sperko@alive.com

      – 1 New Lead(s) assigned on 17-Jul-2010
           – Leeds Consulting Group: Bill Jones

      – 4 Re-assigned Lead(s) on 17-Jul-2010
           – Heads Up Technologies: Frank Smith
           – Inet Inc.: Sally Fields
           – Intervoice Inc.:Sharon Young
           – Motorola: Bob Lang

      – 3 Lead(s) must be followed-up immediately
            – Analog Modules: Dick Mason
           – Comtech Systems: Nancy Wills
           – Dynacs Engineering Co. Inc: Ronda Taylor

Organization and Partner main contacts will receive a “recap” of their respective Account Managers or Partner Reps if they have Email Notification activated.

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