Set Up Alerts for Lead Volume Targets

Creating Lead Volume Target Alerts helps you monitor lead volume against a set target.

You can use them to get notified when the total number of leads goes above or below a set target within a selected time period (e.g., get notified if leads exceed 100 in the last 24 hours, or drop below 20 in the last 7 days).

Configure a Lead Volume Target Alert

To configure a Lead Volume Target Alert:

1. Follow steps 1-2 of the Alert creation process.
2. For the Alert type, select "Leads more than or less than target".
3. In the “If Leads” section:
   • Choose which lead types the alert applies to.</li
   • Choose whether to track an increase or decrease in leads (e.g., “More than”, “Less than”).
   • Set the threshold that should trigger the alert (e.g., 50 leads).
   • Pick the time period for comparison (e.g., “In last 24 hours”, or “In last 7 days”).
4. In the “To” section, enter the email addresses where notifications should be sent.
5. In the “Alert Message” section, customize the Alert message. Optionally use dynamic variables like {profile name} to auto-fill context.
6. Check the Alert Preview to make sure you get the desired outcome.
7. Finally, follow the last steps of the Alert creation process (steps 5-6) to save and enable the Alert.

Related Topics

• What is an Alert?
• Add an Alert
• Monitor and Manage Alerts in the Alerts Center
• Set Up Alerts for Tracking Number Capacity
• Set Up Alerts for Lead Volume Changes