Overview
Notifications in LeadExec help keep your team informed about time-sensitive or critical scenarios — especially when managing multiple lead buyers. For example, you can set alerts for when:
A lead buyer’s cap is nearing maximum to prevent interruption of lead flow
A buyer’s credit card is declined to prompt timely follow-up
New lead orders arrive, aiding budget and resource planning
Buyers reject leads, helping uncover technical issues
A client’s order is fulfilled, indicating they may need more leads
These are just a few instances where Notifications support effective operations. To create Notifications, navigate to Settings → Notifications.
Key Functionality
Cap Threshold Alerts — Get notified when a lead buyer is close to reaching their cap, helping you maintain consistent lead delivery.
Payment Failure Notifications — Receive alerts when a buyer’s credit card declines, allowing prompt resolution.
New Lead Order Updates — Be informed about incoming orders to manage marketing spend and lead flow effectively.
Lead Rejection Insights — Notifications when leads are rejected can highlight system issues or integration problems.
Order Fulfillment Alerts — Know when a client's order completes and they're ready for more leads.
How to Use This Feature
Go to Settings → Notifications in the system menu.
Click Create to start a new notification.
Choose the notification type based on the scenario you want to monitor (e.g., cap limit, credit decline, order arrival).
Optionally, provide a custom name to specify who or what the alert is for.
Enable the notification.
Select the recipient(s) and delivery method (email and/or SMS).
Upon creation, a slide-out panel appears offering additional configuration options based on your chosen notification type.
Best Practices
Name Notifications Clearly — Use descriptive titles so team members understand the alert purpose (e.g., “Buyer Cap Limit Nearing”).
Target Appropriately — Assign alerts to roles or individuals who can act immediately.
Use Multiple Delivery Channels — Combine email and SMS to provide redundancy and ensure visibility.
Review Regularly — Keep notifications updated with changing processes or client setups to avoid alert fatigue.
Troubleshooting
No Notification Received?
Verify the alert is enabled, correctly configured, and assigned to appropriate recipients. Also double-check that alert criteria align with real system conditions.Incorrect Triggering?
Review the logic and thresholds set for the notification to ensure it matches desired behavior.SMS Not Sent?
Double-check that SMS is enabled for that notification and verify any provider or formatting requirements.