Sales Managers that assign leads to their sales staff can receive automated notifications from Mothernode CRM, in an effort to stay up-to-date on all assigned lead activities, including:
- When someone changes the status of a Lead/Opportunity (ex. Won, Lost)
- When someone posts a note, calendar event or correspondence in the Lead/Opportunity
- When someone comments on a post made in the Lead/Opportunity
To ensure that you receive these types of notifications, access your My Account user account settings, and click the Notifications tab.
Locate the following settings in the Leads & Opps section of this tab, and select the notification settings check-boxes to the right based on how you prefer to be notified (internal notification or email notification, or both):
Click the Save button to save the revised settings, and notifications will be sent immediately after the described updates are made to leads you assign.