Alerts
Overview
Lead Liaison provides five types of alerts to help notify your sales team of new leads. In general, alert rules are configured by your Lead Liaison Administrator and applied globally across your organization. Sales people can choose to receive alerts via email and/or SMS (text messaging). An alert center (located on the top right section of the application) consolidates and manages all alerts. For a more in depth explanation of each alert type view the respective page below.
- Alert Center
- Buy Signals
- Email and SMS Alerts & Notifications
- Favorites
- Inbox
- Lead Assignment
- Lead Report (Daily, Weekly, Monthly)
- Real-Time Browser Alerts
Receiving Alerts in Spam/Junk?
Make sure to add the email address domain for Lead Liaison alerts (@leadliaison.info) to your safe sender list. For Gmail web client users go here. For Outlook client users go here.
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