What is an Alert?

Alerts notify you when key lead events happen, so you don't have to constantly check the dashboard. You can view them in the Alerts Center or get instant email notifications for changes in lead volume or tracking number shortages.

Why Use Alerts?

Without Alerts, important shifts in lead activity or call tracking issues can go unnoticed until it's too late. That means missed opportunities, reporting gaps, or calls that aren't tracked properly.

Alerts solve this by monitoring critical events in the background and notifying you right away. With them, you can:

• Catch lead volume spikes or drops early, so you can act before performance suffers.
• Stay ahead of call tracking issues by knowing when number pools are running low.
• Keep your team informed automatically with instant email notifications.
• Save time by focusing on exceptions instead of constantly checking dashboards.

Instead of worrying about what you might miss, Alerts keep you covered and ready to act.

Examples of How Businesses Use Alerts

Alerts are flexible and keep teams focused on what matters. Common examples include:

• HVAC company: Gets an alert when daily leads drop by 25%, so the marketing manager can check campaigns and fix issues before bookings are affected.
• Marketing teams: Use Alerts to notify account managers when a client's call tracking numbers are close to capacity, ensuring every new call is captured.
• Dental clinic: Sets up an alert for sudden increases in form leads, so staff can prepare for a spike in appointment requests.
• Plumbing company: Receives alerts for lead drops compared to the previous week, helping them spot seasonality trends early.
• Sales team: Uses email alerts to stay updated on lead volume changes without logging into the dashboard, so they can adjust outreach priorities.

Related Topics

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