Follow

Can I Send a Notification Email to My Team When a New Lead Comes Through My Valuation Page?

You can set up an automatic email to send lead information to recipients that are set up in your account. To set up recipients, follow instructions listed on this link. Use the Markdown Guide to include submitted fields in the email. 

We set up default emails to be mailed to recipients. There are two types of emails - Address Submission and Contact Submission.

Set up the Address Submission email to alert recipients of an address submitted in Step 1. A second email will follow this email if the lead submits contact information on Step 2.

To set up the email:

  1. Under Settings, click on Emails.
  2. Type in your email in the Address Submission email box.
  3. Click the blue Save button.

Set up the Contact Submission email to send contact information submitted in Step 2.

To set up the email:

  1. Under Settings, click on Emails.
  2. Type in your email in the Contact Submission email box.
  3. Click the blue Save button.

Test the email by clicking the Send Test button below the corresponding box.



Click here for instructions on setting up auto-response emails to send to leads.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.