Skip to main content

When I get a New Lead, Where will I be Notified?

Updated over a month ago


Short Answer:


You’ll receive a text, an email, and a push notification for each new lead. You can also view all leads anytime in the Rebolt Mobile app -> Leads tab.


Overview:


Leads come from your site’s CTAs (Goals, Lead Capture Tool, contact/booking forms). Rebolt notifies you instantly so you can respond fast, and stores every submission and call in the Leads tab.


Where You’ll See New Leads:


  • Text Message: Instant SMS alert to the phone number set in Social Media → Settings (used for prompts/alerts).

  • Email: Notification to your business email (set in Company → General).

  • Mobile Push Notification: Mobile app → Leads shows all Form Submissions and Calls.


View Lead Details in Rebolt:


  1. Go to the Rebolt Mobile app → Leads tab.

  2. Choose Form Submissions or Calls.

  3. Tap to open the lead modal:

    • Forms: Name, Email, Phone, Address, Message, Services Interested In (copy icons included).

    • Calls: Caller info, tracking number, timing, *recording, AI summary, lead score, and transcript (* if CallSync is enabled).


Change Notification Settings:


  • Email Address: Update in Company → General → Contact (Business Email).

  • Lead Channels/CTAs: Adjust priorities in Website → Goals (e.g., Call, Get in Touch, Booking Page).

  • Lead Capture Tool: Enable/tune Call / Book / Text / Email in Website → Goals → Lead Capture Tool.


Troubleshooting:


  • Didn’t get a text? Confirm your Phone Number is correct in Social Media → Settings.

  • Didn’t get an email? Check Company → General → Business Email, plus your spam folder.

  • Missing leads in inbox? Open Website → Leads to verify they were captured; ensure the correct Goal/form is active on the page.


Related Help Articles:


Did this answer your question?