As the owner of a Perspective account, you are automatically notified of every new lead from all active funnels. You can turn these notifications on or off at any time.
If you want to customize the subject line of your lead notifications, you can easily do this via our "Lead Notifications" direct integration.
đĄ This feature is available starting with the Advanced Plan.
White Labeling đĄ
Lead notifications per funnel are sent from an independent domain (noreply@leadnotifications.co) and contain no information about Perspective. The funnelâs favicon is also automatically used as the logo in the notification. This allows you to use the feature in a completely white-labeled way, so recipients wonât know which system you are using.
How to customize lead notifications
Create a new funnel or open an existing funnel.
In the funnel editor, go to the Integrations section and select Lead Notifications.
Now a modal opens with settings for the email notifications. You can now edit the subject and the description of the email here as well as enter up to 5 recipients per funnel.
The subject appears in the recipientâs inbox directly in the overview of all emails and should therefore clearly and distinctly indicate what the email is about.
The description is your place for additional explanation; here you can formulate more text than in the subject. The description is displayed directly under the title within the email content (example image below).
The logo displayed in the email is automatically the favicon of your funnel.
More information in our Help Center: