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New Incoming Lead Notifications

Learn how to enable instant email and in-app pop-up alerts for every new lead in Easyly—so you never miss an opportunity.

Updated today

Stay on top of every opportunity by getting alerted the moment a new lead arrives. The faster you respond, the more professional you’ll appear—and the better your chances of winning the job!


Why Enable Notifications?

  • Be First to Respond: Instant alerts let you engage leads before your competitors.

  • Never Miss a Lead: Whether it’s email or in-app, you’ll know right away when someone reaches out.

  • Centralized Management: All your leads—no matter the source—land directly in Easyly in real time.


How You’ll Be Notified

  1. Email Notifications

  2. In-App Pop-Up Alerts

Tip: Use both methods to ensure you catch every single lead, even if you’re away from your desk.


Set Up Email Alerts

  1. Open Your Profile Settings

    • Click your profile picture in the top-right corner.

    • The Profile & Settings window will appear.

  2. Go to Notifications

    • In the left menu, select Settings under your profile tab.

    • Toggle Incoming lead (and any other desired alerts) ON for email.

  3. Save Your Changes

    • Click Save Changes at the bottom of the window.


You’re All Set!

From now on, as soon as a lead comes in—whether from your website, referral link, or third-party provider—you’ll be notified instantly. Check your inbox or watch for the pop-up alert, then dive into Easyly to kick off your sales process.

Happy selling! 🚚✨

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