Configuring Lead Status Change Notifications

Lead Status Notifications are recommended for internal use to alert a Caller or Admin when a Contact's lead status has been changed. These notifications do not go to the Contact unless specifically configured. Follow these steps to customize and configure lead status change notifications.

Prerequisites

If you want to customize the email sent when a lead status changes, first follow the steps in our How To Create an Email Template article.

Steps to Configure Lead Status Change Notifications

  1. Select Project: From the Admin homepage, open the desired project.

  2. Access Lead Status Section: Open the Email, SMS & Docs menu and select the Lead Status section.

  3. Enable Notifications: Check the Notify checkbox to enable the email notification for any desired Lead Status.

  4. Select Email Template: If you would like to send a custom notification email using an existing email template, open the Email Template drop-down and select the desired template. Otherwise, leave it as Default VanillaSoft Template.

  5. Enter Recipients: Type the recipient's email address, separating multiple addresses with a comma, in the Notification Recipients field.

  6. Set From Address (Optional): If desired, enter a "From" email address that will display when the notifications are received.
    • Note: Leaving this field blank will have email notifications appear to be sent from noreply@vanillasoft.com.

  7. Save Changes: Once done, click Save.

Configuring lead status change notifications in VanillaSoft ensures that Callers or Admins are promptly informed when a Contact's lead status changes. By customizing the notification emails and specifying recipients, you can enhance internal communication and optimize your workflow management.

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