Lead Inbox New Lead Notification

Julie Fry
Julie Fry Member Posts: 1 VERIFIED MEMBER
edited July 2023 in Sales CRM #1

Is there a way to set up email notifications when a new lead appears in the inbox? this way if we dont have the inbox open we still know there is a lead to contact. 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,585 VERIFIED MEMBER
    Fourth Anniversary 250 Likes 25 Answers Photogenic
    edited June 2022 #2

    Hi Julie,

    It's a good idea to set up an automation to create an activity when a new lead is created. That way, you never have to switch away from the activities view, which is the command center of your sales activities in Pipedrive.

    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Book a Call | Pipedrive Consulting | WhatsApp | Email

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