Express Email Notifications

Express Email Notifications are prepared and sent to individuals immediately at the time that a lead is assigned. 

Email Notifications can be produced for any of the four assignment level personnel:
Organization
Account Managers
Partner
Partner Reps

If the you choose to use Express Email Notification you will need to have this feature turned on in the individual user logon or in hierarchy. A template will also need to be set up to define the basic content and other key data.  

Description of Email Notification Content fields:
Company – the name of the workgroup that this Email Notification Content belongs to
From Name – What is to appear in the From Name of the individual Email Notification
From Address – this address needs to be set up when the signing up for the application
Body – what appears in the Email Notification preceding the four items listed above

The following is what a sample Express Email Notification would look like: 

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

You have a new lead. Please see below for details. 

Please do not reply directly to this e-mail message, as this is an unattended e-mail account. 

Company: Heritage Marble Of Michigan Inc
Address:  123 Main St.
City:  Chicago
State:  IL
Zip:  60606

Contact: Richard Cross

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