Who this is for: Intake teams and admins
What this solves: Not receiving lead emails
If you are not receiving lead notifications, check the following:
The user has notifications enabled
The user role allows access to lead data
The user is selected on the specific funnel
You can also add catch all emails, such as intake@firm.com, to ensure no leads are missed.
Common mistakes:
Assuming admins automatically receive all leads
Forgetting funnel specific notification settings
Related articles:
How to Add a New User
Understanding User Roles and Permissions