Set up optional speed-to-lead reminders

Settings → Speed-to-lead alerts creates internal CRM reminders only. It does not send customer texts, emails, employee SMS. Eligible staff push may accompany internal reminders; delivery depends on preferences, device registration and provider availability. Alerts start off and do not enroll historical leads. After approval, only future eligible new leads with verified website/provider delivery events can enter.

Choose business days, timezone, start/end times, an initial delay and an escalation delay in business minutes. Time pauses outside that schedule; the worker checks approximately once a minute. Overnight hours and a holiday/time-off calendar are not configured here.

The assigned salesperson receives the first reminder if they have an active login; a roster-only salesperson cannot receive it, so the fallback is used. Every saved configuration change switches alerts off and clears previous approval. Disable alerts to stop outstanding alert work.

A recorded human-authored call, text or email recorded as a non-automation staff interaction after intake, completing the first reminder, or acknowledging the alert stops future escalation. Automated welcome messages do not count. The stored interaction must be user-attributed and non-automation; do not assume a direction alone establishes that condition. Acknowledgment records responsibility; it does not claim that a customer was contacted.

Use Recent alerts or Automation activity to inspect progress. Invalid recipients cause the configuration to stop rather than silently route alerts to an unintended person.

With administrator-authorized contractor workflow access, MCP can read settings, save a disabled draft, preview, request activation review, acknowledge an alert, or pause alerts. request_speed_to_lead_activation returns a human review page; the tool cannot approve or turn alerts on. No preview sends messages or creates reminders.