Help Desk

Adding Staff to Receive Lead Notification Emails

It’s critically important to ensure the proper members of your staff receive lead notification emails. You can specify which members of your staff  receive the emails when Campaigns are started, along with each lead notification. This will ensure no leads are missed or not properly acted on.

Below are the steps to add (or edit) the people who will receive the Campaign lead notifications:

  1. Go to https://funeralinnovations.com/users/login 
  2. Login with your user name and password
  3. Once logged in, click on the arrow by your name in the upper right. 
  4. Choose My Profile from the drop down menu. 
  5. Click Settings on the left hand menu.
  6. Find the Lead Notifications field. Then add  (or edit) the emails in the field as needed.

    Note: You need to separate emails with a comma. For instance: email1@yourbiz.com, email2@yourbiz.com, email3@yourbiz.com.

  7. Click Save Changes and your have successfully added (or edited) who will receive the lead notification emails.