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All CollectionsEffectively Manage Your Customers (CRM)
How do I get notified about Hot Leads?
How do I get notified about Hot Leads?

Instantly get notified when someone enters their email id on your booking page or request a quote.

Eric Plamondon avatar
Written by Eric Plamondon
Updated over 6 months ago

Convert more leads to customers. Capture the hot leads on the booking page and get informed with an email.

1) To Capture the hot lead, you need to "On" the prospect settings in each of your booking pages. Go to your booking page, click on "Settings" > Go to General Settings > Click on "yes" to prospect

2) To receive an email notification as soon as someone enters their email id on your Booking page or Quote Page. Click below to turn on the settings.

Hot lead notifications received will be updated in the hot lead section on the dashboard as well as under CRM > Hot leads. However, if the lead completes the booking, the hot lead will disappear. It will appear in the Bookings section.

Here's how you can get notified about the hot leads -

Step 1. To receive an email notification as soon as someone enters their email id on your Booking page or Quote Page.

Go to the main left menu and Click on Settings

Step 2. Click on Notifications

Step 3. Click "Yes" to receive notifications whenever you have a hot lead on your booking page or request a quote

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