Your firm chooses who gets an email when a new lead comes in. Each person can hear about every matter type or only the ones they handle, so your probate team does not get estate planning enquiries and the other way round.
š How to Set Notification Recipients
Click Leads in the icon rail on the far left.
In the Leads panel, click Notifications under Setup.
Under Notification recipients, tick each member who should hear about new leads.
For each ticked member, open the dropdown beside their name and choose the matter types they hear about: All matter types, or any of Probate, Trust Administration and Estate Planning.
Click Save notifications.
If nobody is ticked, EstateMin warns Nobody will hear about new leads. Tick at least one member so leads are not missed.
š¬ Which Emails Your Team Receives
A lead has started. Sent as soon as someone starts through one of your intake links, even before they sign in, so you can follow up quickly.
A lead has submitted. Sent when a prospective client presses Submit, and again each time they submit after you request more details.
A lead has gone quiet. Sent once if a lead has been In progress for seven days without submitting, or if a request for more details has gone unanswered for seven days. It says how many reminders they have had and when they were last active, so you can decide whether to call them.
Each email links straight to the lead. If you are signed out, you land on the lead once you sign in.
š” Good to Know
The person a lead is assigned to always gets every email about their own leads, whatever matter types they have chosen here.
Only members of your firm in EstateMin appear in the list.
When you convert a lead, its notification recipients are suggested for the new matter's Matter notifications, so the same people keep hearing about it.
How often prospective clients are reminded is set separately, in Settings. A link to it sits at the bottom of the Notifications page. See How to Set How Often Reminder Emails Are Sent.
š¬ Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.