Leads
New lead alerts and notifications
We tell you about every new lead straight away, so you can reply while the customer is still thinking about the job.
For the whole business
Under Settings → Business → New lead alerts:
- Email: where new leads are sent. Use a shared address, such as your office email, if several people answer enquiries.
- Mobile for text alerts: a text for each new lead, so you see it even on a roof. Text alerts are on the Pro plan.
For you
Everyone in your team chooses their own under Account → Notifications:
- Email me about every new lead
- Email me a summary every Monday, with last week’s visitors, new leads, jobs won and the site visits booked for the week ahead
- Email me replies from RoughFigure support I haven’t read
- Notify me on this device when support replies
Assigned leads
When a lead is assigned to someone, it shows on their list, and they can choose Assigned to me on Leads to see only theirs. See Managing leads.
Not getting alerts?
- Check your spam or junk folder, and add our address to your contacts.
- Check the email under Settings → Business is spelled right.
- For texts, check the mobile number is right, and that your plan is Pro.