Lead Status Change Notification

Lead Status Notifications are recommended for internal use. They are meant to alert a Caller or Admin that a Contact's lead status has been changed. Unless configured, these emails do not go to the Contact. If you would like to customize the email that gets sent when a lead status changes, follow our How To Create an Email Template article before following the steps below.

 

Configure Lead Status Change Notification

  1. Log in to VanillaSoft as an Admin.
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  2. Select the desired Project.
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  3. Open the Email, SMS & Docs menu and select the Lead Status section.
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  4. Check the Notify checkbox to enable the email notification for any desired Lead Status.
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  5. Open the Email Template dropdown and select the desired template. 
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    • This step is optional. If you don't have a custom Email Template to use, leave the drop-down set to Default VanillaSoft Template and continue. 
  6. Type the recipient's email address in the Notification Recipients field.
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    • Separate multiple email addresses with a comma.
  7. Once done, click Save.
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The listed recipient(s) will now be emailed whenever a Contact's lead status is changed to any of the configured Lead Statuses. 

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