---
title: "To-Do: Lead Notification Preferences"
description: "To-Do: Lead Notification Preferences"
url: https://help.mplannerpro.com/en/articles/65-to-do-lead-notification-preferences
collection: "ToDos"
updated: 2026-08-03
language: en
---

# To-Do: Lead Notification Preferences

To-Do: Lead Notification Preferences

![](https://staticfiles.gleap.io/gattachments/et0VwVIXrzpZQRDGosLKCotoBXzpez2qs2E5Q3xPMuYsP7eDUbDHGkvXSajAF0QvsjUG8Wek9UG.png)

## **The Plan**

This task defines whether and how personal notifications are received when a new lead is generated through the system.

## **Why This Matters**

All leads captured through platform-managed channels appear automatically in the Leads section of the Customer Hub in real time. If a CRM is connected, leads are also pushed there.

For immediate awareness without logging in, this To-Do enables email or SMS notifications at the moment a lead is generated. Faster awareness supports faster follow-up, which improves conversion rates.

## **Required Fields**

### **Lead Notifications**

**Receive Notifications**  
Select Yes or No.

-   **Yes** — enables personal lead notifications
    
-   **No** — leads remain visible in the Leads section, but no external alerts are sent
    

### **Notification Method**

**Notification Method**  
Select how notifications are received: Email, SMS, or Both.

### **Notification Emails**

**Notification Emails**  
Up to three email addresses can be added to receive notifications when a lead is generated. These may include business owners, sales managers, or other relevant team members.

A **"Send test email notification"** option is available to verify the setup before submission.

## **What Happens Next**

-   If enabled, notifications begin as soon as new leads are generated.
    

## **Frequently Asked Questions**

### **Where do leads appear if notifications are not enabled?**

All leads are available in real time in the Leads section of the Customer Hub. The table supports search and filtering.

### **If a CRM is connected, is this still needed?**

Yes. Leads are automatically pushed to the connected CRM regardless of this setting. This To-Do adds an additional notification layer for immediate awareness.