Overview
LeadMaster has a variety of options for sending per-configured email reminders. Below you'll see the list of available pre-configured customizable emails. The second one in the list is the 'Daily Email Notification' and the one we'll examine in this article. This email contains a summary of activity for the accounts assigned to an account manager or partner rep.
Example
From: Daily Lead Support [mailto:leads@crmtool.net] Sent: Wednesday, June 01, 2020 12:08 AM To: Joe Franklin (jofrankl) Subject: Daily Lead Report
Below is the daily summary of activity on your accounts. Please do not reply directly to this e-mail message, as this is an unattended e-mail account.
- 294 New Lead(s) assigned on 31-May-2020
- Abc,Inc.: JAEDEN PEDERSON - Abc,Inc.: LADINA SANDERS - Aerostar International,Inc.: MARTIN HARMS - Aerostar International,Inc.: LARRY MANDERSCHEID - Agcountry Farm Credit Services,Aca: LORI LABAHN