There is a new feature in the CRM to get e-mail notifications when leads and To-Dos are assigned to you. You can set this up by clicking the section under your User Icon at the top left corner of LMN shown here:
You will now have the option to receive e-mails when:
- A lead gets assigned to you by someone else
- When a To-Do gets assigned to you by someone else
- When a To-Do items status changes from another user
- When a To-Do is changed by someone else.
To enable this feature please follow the following instructions:
- Click on the Notifications button shown above.
- Check off each box for which notifications you want to receive
- Enter an e-mail CC List, if applicable. For instance, if your manager/owner wants a notification anytime a lead is assigned to you, you can enter their email in the CC List box.
- Click the Save Changes button at the top right when finished