Each user has the ability to adjust their notification rules, territory rules and watch/exclude list under the "Lead Handling" tab within the dashboard.
- Manage instant email alerts settings
- Set notifications based on how many pages are viewed
- Manage Daily/Weekly Report settings
- Turn on/off "Watch List" email alerts
- Set up "URL Email Alerts"
- Adjust "US Territory Assignments"
- Restrict your lead notifications alerts for specifc US states
- Adjust "International Territory Assignments"
- Restrict your lead notifications alerts for countries
- Add companies to your "Watch List" to be instantly notified when they enter your website
- Add companies to your "Exclude List" to turn off instant email notifications for that prospect