Leads & notifications
Choose who gets notified about new leads
Howdy can email your team the moment a call comes in, so a hot lead never sits waiting. You decide who is on the list and how often they hear from us.
Add your team
In your portal, open Settings → Team and add the email addresses that should receive lead notifications. Add as many as you like, for example a shared sales inbox, yourself, and your office manager.
- 1Open Settings → Team in your portal.
- 2Add each email address that should get leads.
- 3Save. New calls start notifying that list right away.
An alert per call, or a daily digest
Pick what fits your team. You can get an email for every call, a once a day digest that rolls them together, or both. Either way, a hot or high value lead can still come through immediately so nothing urgent waits for the digest.
Make sure the alerts actually land
New senders often get filed into spam at first, especially on Microsoft 365. Have each person on your list add hi@mail.howdyly.com to their safe senders. The lead emails not arriving guide has the exact steps for every major provider. And remember, even if an email is delayed, every lead is always in your portal.
Need a hand?
A real person on our team is happy to help. Email support@howdyly.com and we reply the same day. Prefer to talk it through? Reach Kate at kate@howdyly.com.