flavor logo
search
User Guide / Leads / How to set the Lead notification template for follow-up reminders to the assigned staff?
  • How to set the Lead notification template for follow-up reminders to the assigned staff?
  • How does the Lead form work?
  • How to view leads in Kanban View?
  • How to archive leads?
  • A Beginner’s Guide To Leads Module: Everything You Need To Know
  • How to Add Lead Promoters and Assign them?
  • How to add Lead Sources?
  • How to Add a New Dropdown Field in Lead Module?
  • How to Add a New Text Field in Lead Module?
  • How to Add Status in Lead Module?
  • How to Add Options to Follow Up Details?
  • How to assign a lead?
  • How to edit the status of a lead?
  • How to view a lead?
  • How to add a lead?
  • How to edit information of the Promoters
  • How to edit Source name

    • Step 1

    1. Go to the Settings from the left side menu of the Flavor Portal.
    2. Click on the Notification tab.
    3. Scroll down to Lead Notification.
    4. Click on the Set Messages button against the Lead Notification label.

    Step 2

    1. This will navigate you to the Lead Notification Settings page.
    2. Enable the Follow-up Reminder switch and click on it.
    3. Mark the checkbox for Type, and Receiver.
    4. Enter the Title and Compose the message.

     

    Note: The Assigned Staff will receive the email on the follow-up date.

     

    Need more help? Ask us a question

    Please let us know more of your details and our team will reach out to you very shortly.

    scroll top