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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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Daily, weekly or monthly lead reports can be mailed out to individual users. Lead reports run against the user's primary filter. For more information on Lead Reports see the 'Periodic Email Reports' section here

SMS Alerts

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

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