Thomas Graybeal Asked:

“The leads coming in are overwhelming my business email. I created a special email for the leads to come into now. But I can’t figure out how to change the email in Agent CRM that my leads are sent to. Any help is greatly appreciated. Thank you!”

The Answer:

You can update the email address for lead notifications in Agent CRM by adjusting the settings in either your triggers or custom values. Here’s a step-by-step guide to help you change the email address where your lead notifications are sent.


Method 1: Update the Notification Email in Triggers

  1. Navigate to Triggers:
    • Log in to Agent CRM and go to Triggers in the main menu.
  2. Find the Relevant Trigger:
    • Locate the trigger labeled Giveaway Leads or the specific trigger that controls lead notifications.
  3. Edit the Trigger:
    • Click on the trigger to open its settings.
    • Look for the Action step that sends an email notification.
  4. Update the Email Address:
    • Replace the current email address with your new dedicated email for leads.
    • Save your changes.

Method 2: Update the Notification Email in Custom Values

  1. Go to Settings:
    • Navigate to Settings >> Custom Values in Agent CRM.
  2. Find the Lead Notification Custom Value:
    • Look for a custom value labeled Lead Notification Email or something similar.
  3. Edit the Custom Value:
    • Replace the existing email address with your new one.
    • Save your changes.
  4. Test Your Setup:
    • Generate a test lead to confirm that notifications are now sent to the updated email address.

Additional Support

If you don’t see these settings or encounter issues:

  • Join a Q&A Call: Our team will guide you through the process step-by-step during a live support session.
  • Reach Out to Support: Contact us via Agent CRM Support or call 530-203-5818 for personalized assistance.

Learn More

Explore these resources to optimize your lead management:

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