Pipeline Deals Notification FAQ's
Posted by Dave Zulu, Last modified by Dave Zulu on 10 February 2017 06:21 PM
Pipeline Deals Settings
Campaign Open = eDM Warm people status
Campaign Click = eDM Hot people status
Web Form Filled In = eDM Web Form status
Activities are stored in Activity Category Zulu eDM – You can set these yourself though in the Notifications Setting Area
1) If we have multiple users in PLD and every one of them have different API key and if we want to assign specific leads to respective agents then it would be possible with our Zulu account?
2) We are getting notifications only on PLD, but is it possible to get the notifications in their email account?
3) PLD is capturing all the contact info and tags at first time when an email is opened, but if there is any webform attached to an email and client fill it out, then PLD does not capture any updated info or tags. It adds it as an activity on PLD?
4) If the email goes to spam and person open the email to read, then PLD is not capturing any contact info for that lead?