WE'RE HERE TO HELP!

What is this email I get every day from the LeadMaster CRM? Daily Email Notification

Overview

LeadMaster has a variety of options for sending per-configured email reminders. Below you’ll see the list of available pre-configured customizable emails. The second one in the list is the ‘Daily Email Notification’ and the one we’ll examine in this article. This email contains a summary of activity for the accounts assigned to an account manager or partner rep.

Appointment/Call Back Notification
Daily Email Notification 
Lead-Xpress Notification – Single Record Assignment 
Lead-Xpress Notification – Multiple Record Assignment 
General Email Notification 
Single Record Assignment Notification
Multiple Record Assignment Notification 
Task Assignment Email Notification 
Task Assignment Text Notification 
CRM-Xpress Notification – Single Record Assignment
CRM-Xpress Notification – Multiple Record Assignment

Example

From: Daily Lead Support [mailto:leads@crmtool.net]
Sent: Wednesday, June 01, 2020 12:08 AM
To: Joe Franklin (jofrankl)
Subject: Daily Lead Report

Below is the daily summary of activity on your accounts. Please do not reply directly to this e-mail message, as this is an unattended e-mail account.

– 294 New Lead(s) assigned on 31-May-2020

– Abc,Inc.: JAEDEN PEDERSON
– Abc,Inc.: LADINA SANDERS
– Aerostar International,Inc.: MARTIN HARMS
– Aerostar International,Inc.: LARRY MANDERSCHEID
– Agcountry Farm Credit Services,Aca: LORI LABAHN

Was this article helpful?
How can we improve this article?

Leave a Reply

Your email address will not be published. Required fields are marked *

Share This

Share on facebook
Share on twitter
Share on linkedin
Share on skype
Share on email
Share on print

Need More Help?

Can't find what you're looking for?
Email Us

WHAT'S NEW IN APP4

In This Article
Scroll to Top