Notification preferences in the context of lead assignment to sales reps allow you to customize how they receive alerts or notifications when a new lead is assigned to them or their team.
Following are the notification options available in LeadAngel:
Email Notification: Users can choose to receive notifications via email. This option is useful for those who prefer to be notified through their email inbox, making it easy to track and manage lead assignments.
Slack Notification: Slack is a team collaboration platform, and this option enables users to receive notifications directly within their Slack channels. This can be particularly beneficial for teams that use Slack as their primary communication tool.
Twilio Notification: Users may opt to receive notifications via text messages (SMS). This is a quick and direct way to alert sales reps, especially when immediate attention is required.
CRM In-App Notification: Notifications can also be sent within the CRM (Customer Relationship Management) application itself. This method ensures that users are informed when they login to the CRM, allowing them to see lead assignments as part of their workflow within the CRM system.
By offering these notification preferences, you can provide flexibility for your sales reps to choose the communication channels that best suit their preferences and work habits. This helps improve efficiency and ensures that important lead assignments are promptly attended to.