| New Lead Instant Notification and Screen-pop |
When you receive a new lead in the AIMpromote system, you will automatically receive a notification via email. This email can be sent from the lead management software to any of your sales team and can include the lead information in the email. If you choose to include the lead in the email there are some security concerns, as email is not a secure way to transmit information. It is, however a very convenient way to recieve and profile your new sales lead before logging into the AIMpromote lead managment system to follow-up on the lead to win the sale.
You can also use marketing automations that create all kinds of different notifications. Create a notification to a user that a lead has been assigned to them. As an optional configuration, you may want to set the system to take action when the Lead Attention Meter™
reaches a cetain level (Green, Yellow, Red, or Neglected), and send a notification to the user that the lead has been neglected, and therefore, reassigned. With marketing automations, so many different types of automatic notifications can be created. |
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