Help center›Engagement
10

Engagement

Configure lead notifications

Send tenant-specific inquiry alerts and connect an optional webhook to another portal.

What this does

Notification recipients and Reply-To belong to the customer organization; the product owner provides the sending infrastructure.

Step by step

1

Add recipients

In Settings, enter up to ten customer mailboxes and the customer Reply-To address.

2

Save and test

Use Save & send test to verify delivery before relying on live inquiry alerts.

3

Connect a portal

Optionally configure a signed webhook so accepted leads can be copied into an external CRM or portal.

Related guides

Create and publish lead formsDesign inquiry forms, review drafts, publish public links and QR codes, and follow up with leads.Manage profile, brand, and teamKeep customer identity and access separate from the Softworld platform owner account.