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When I Get A New Lead, Where Will I Be Notified?

Updated over 2 weeks ago


Short Answer


You’ll receive a text message and an email for each new lead. You can also view all leads anytime in Rebolt → Website → Leads.


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 page.


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).

  • In-App: Website → Leads shows all Form Submissions and Calls.


View Lead Details in Rebolt


  1. Go to Website → Leads.

  2. Choose Form Submissions or Calls.

  3. Click View 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.


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.


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