Settings

Can I control which lead revisit notification emails go to specific members of my team?

Last updated: November 29, 2016

Available For:

Marketing: Basic, Pro, Enterprise
Sales: N/A

Any administrators in your account can set the lead revisit notification settings for other members of your team. To do so:

  • Navigate to Account Menu > Settings
  • Select Notifications in the left sidebar menu.
settings notifications
Make sure the 'Lead Revisit Notifications Enabled' checkbox is selected.
  • Click on the on the Lead Revisit link in the Notification Emails column next to any user.
select user notification
Choose the alert settings for the user: no leads, all leads, owned leads.
  • Select the appropriate lead revisit notification subscription option:select notification type
    • No leads: choose this option to turn revisit notifications off for a user.
    • All leads in the contacts database: choose this option to subscribe the user to lead revisit notifications for all contacts. 
    • The leads that [user's email address] owns: choose this option to subscribe the user to lead revisit notifications owned by the user based on the HubSpot Owner property. 

select notification type

If you choose to subscribe a user to  notifications for all leads or all of the user's owned leads, the user will receive a revisit alert for all contacts except the following:

  • Contacts visiting your site for the first time.
  • Contacts for whom they've received a lead revisit notification in the past 24 hours.
  • Contacts that are not owned by the user (if applicable).
  • Contacts revisiting your site with a lifecycle stage of Customer. Notifications will still be sent for contacts with all other lifecycle stages, including Evangelist and Other.