Email notification upon receiving contact
Every time somebody fills in the form on a card, the card owner receives an email with the details of the new contact.
What the notification includes
The notification includes:
- Name: the contact's name
- Email: the email address they gave
- Phone: their phone number
- Comments: the message or note the visitor left
- Card: which card generated the contact
- Source URL: where the card was opened from
Why it helps the follow-up
| Benefit | Description |
|---|---|
| Fast reply | Whoever answers first is 10x more likely to close |
| Fresh context | You know exactly when and where the interaction happened |
| Details ready to use | The contact's email and phone, so you can write or call straight away |
馃挕 Tip: Set a rule in your email client to highlight Lead2Team notifications. That way no contact slips through.