We've Revamped Our Lead System:
It all starts with the new lead notification email:
Every 5 minutes, our system will check for new leads, and send notifications to all the admins of the agencies.
The email notification contains
- The notification that the client received a new lead.
- A link to view the lead.
- A link to sign up for sms notifications if the customer isn't already receiving them.
The SMS Notification Contains a link to the lead view.
When you click the link to view a lead, you will be brought to the lead view page.
The Lead View Contains The Following Sections:
Always Present:
- Customer Details
- Technical Details
Present only when applicable to the lead:
- Trip Details
- Custom Form Data
- Agent Information
When you click the link to subscribe to sms notifications you will be brought to the signup page:
Enter a valid cellphone number into the field and you will automatically be subscribed to the lead notifications.