Can I control lead notifications while retaining visitor activity in reporting?
Yes. Each user can control their own lead notifications, and visitor activity is still kept in your dashboard and reporting.
Notification options
Real-time alerts when an identified or Engaged visitor arrives
Daily or weekly summaries of visitor activity
Rules by territory, pages viewed, or other visitor conditions
How to set it up
Each user logs in and sets their own notification rules. One user's settings do not change anyone else's.
Use territory rules to send alerts only for the markets each person covers.
Use Watch/Exclude rules to include or suppress specific people.
Notifications and reporting are separate
Changing or turning off a notification does not remove the visitor from your dashboard. You can still find all visitor activity in the Engaged Stage.
Combine alerts with a CRM webhook
For faster follow-up, pair alerts with a webhook so identified visitors flow into your CRM automatically. Remember that instant email notifications must be on for the webhook user.
