Leadpal Tracker provides real-time updates on your submitted leads, ensuring you’re always informed of the latest developments. Below is a summary of the types of updates you will receive and how they are reflected in your Leadpal Tracker account.
Email notifications
Advisor Assignment:
Description: You will be notified via email when an advisor is assigned to your lead.
What to Expect: The assigned advisor’s details will also be updated and reflected in your Leadpal Tracker.
Lead Progression to ‘Quoted’:
Description: You will receive an email when your lead has progressed to the ‘Quoted’ stage, indicating that the prospect has received a quotation.
What to Expect: This status change will also be visible in the lead’s details within your Leadpal Tracker.
New Note Added to Lead:
Description: If an advisor attaches a new note to your lead, you will be notified by email.
What to Expect: The note will be recorded and available for you to review in your Leadpal Tracker.
Lead Outcome – ‘Won’ or ‘Lost’:
Description: You will receive an email notification when a lead is marked as ‘Won’ or ‘Lost’, letting you know the outcome of the lead.
What to Expect: This outcome will be updated in the lead’s status and reflected in your Leadpal Tracker.
Updates (No Email Notification)
Some updates will be reflected directly in Leadpal Tracker without triggering an email notification.
Call Attempts:
Description: When a call is attempted for a lead, this action will not generate an email notification.
What to Expect: The call attempt will be logged and can be viewed in your Leadpal Tracker when viewing a lead.
By staying on top of these updates, you can make sure that you are always informed about the status of your leads and can take action as needed.