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
- Navigate to Triggers:
- Log in to Agent CRM and go to Triggers in the main menu.
- Find the Relevant Trigger:
- Locate the trigger labeled Giveaway Leads or the specific trigger that controls lead notifications.
- Edit the Trigger:
- Click on the trigger to open its settings.
- Look for the Action step that sends an email notification.
- 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
- Go to Settings:
- Navigate to Settings >> Custom Values in Agent CRM.
- Find the Lead Notification Custom Value:
- Look for a custom value labeled Lead Notification Email or something similar.
- Edit the Custom Value:
- Replace the existing email address with your new one.
- Save your changes.
- 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:
- How to Automate Actions with Pipeline Stage Triggers
- How to Create Campaigns and Add Contacts in Agent CRM
- HighLevel vs Agent CRM
Also see our Youtube Channel for more resources designed to help you thrive:
Show Comments