Settings
Agency profile and workspace defaults for Summit Legal Leads.
Company profile
Additional industries are enabled by the Platform Owner.
Notification defaults
Applied to new Lead Recipients and new Agency Users.
Email Lead Recipients on assignment
Send the assignment template by email.
SMS on high-score Leads
Text the on-call intake number for scores above 85.
Daily digest to Agency Users
Volume, acceptance and unassigned summary at 8:00 AM.
Weekly Lead Recipient scorecard
Performance email every Monday.