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Access Lead Profile Information through Scoring Alert

Currently, scoring alerts only provide the email address of the lead that triggered the alert - it would be much more convenient to see how they got that score directly on the page the alert email sends you to. Otherwise you have to copy the email address and go back to search the database to get any specific information about that lead - very cumbersome, especially if there are multiple alerts in a given day. 

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Sep 26 2018
  • Already exists
How will this idea be used?

Used by anyone using the lead scoring function.

What is your industry? Media & Entertainment
What is the idea priority? Medium
DeveloperWorks ID
Link to original RFE
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  • Admin
    SARAH CALVERT commented
    October 03, 2018 23:10

    When setting up a Lead Alert you have the option to include a link to Contact Insights in the email. Click on 'Email' and check the box 'Add Contact Insight to mailing body'.