Email Alerts for Sales Leads

You can set up email alerts to be sent to an account manager when a user from an account they own, generates a sales lead.

A sales lead is generated when a user accesses a marketing page for a research product they don't own. They are a useful tool for indicating buying intent and highlighting potential upsell opportunities.

Account managers

1. Alerts can only be sent to account managers, so if you haven't yet set up account managers on your site you should do so now. For more information on this, see this article.
2. You will then need to associate the account manager with an account(s).

Enabling alerts

1. Navigate to the user page for your account manager by navigating to Admin > Accounts > Account Managers.
2. Click the 'edit' pen icon to the far right of the user summary page.
3. At the bottom of the screen, you will see a section for managing sales leads email alerts.
4. Select the account/s you would like to enable email alerts for.

This feature will send out an email alert for every sales lead that is generated. If you find the frequency of these emails to be too high, consider creating a rule in your email client to filter all such emails into a specific folder, which you can check periodically.