New Leads From QR Codes need to have a notification
When someone scans the QR codes and they fill in the 6 questions to be submitted to the advisor to qualify the client before they are added into the Kanban. There is no notification to let the advisor know. Needs to be an email or wee red dot next to leads when there is a new lead in Smartr365.
Larissa Tait
shared this idea
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Larissa Tait
commented
We need a email for when a lead comes across from an introducer so we can action asap!
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Independent Mortgage Solutions
commented
Can we get an email alert if an introducer adds a referral?
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Luca Bertolino
commented
otherwise a Lead must get wasted if we cannot find it quickly and respond quickly
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Independent Mortgage Solutions
commented
If an introducer adds a referral, please can we have an email alert!
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lewis nash
commented
Either via email to case handler / admin, or via a dedicated alert within Smartr specifically for new leads / referrals.
As it stands currently, all leads come through in the 'cases' list amongst all the other cases and the associated notifications are lost within the 100's of notifications that come through for other things.
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Wesley Ronayne.
commented
• There was an email notification when leads are referred, sometimes if the system has logged out and we didn’t realise it can leave leads sat there for far longer than I am happy with
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Hugh Spillane
commented
As new leads arrive into the platform a more obvious notification method is required over and above the small red dot that appears on the notification bell. A combined pop up, sound and push/email notification would improve knowing exactly when a new lead has come in and cases can be worked on immediately. This is particularly important for leads via introducers/Homebuyer app.