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Table of Contents

Summary Description

Summary data is provided with each notification. Below is a description of each type:

  • Score: Prospect's score. Will range from 0 to 1,000.
  • Activities: Total of all Inbound and Outbound activities. 
  • Emails Clicked: Number of marketing email link clicks. 
  • Website Visits: Total number of website visits. 
  • Forms Submitted: Total number of form submissions. 

Email Alerts

Distributed Lead Alert

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Users may receive email and/or SMS alerts for Distributed, Assigned, Buy Signal and Favorite Alerts. To add/remove SMS alerts go to SettingsSetup > Home > Setup alerts and uncheck/check email and/or SMS alerts as desired. 

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