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Receive alerts when a visitor company is on your site

Spectate can send alerts to specific users or groups as soon as a visitor company is on your website.

  • To create an alert, click on the "Leads & Visitors" tab on the left, and select Visitor Companies.

  • Click on the name of the company for which you would like to create an alert. This will take you to the company's detail screen.

  • Click "Edit Company".

  • Click "+Add User/Group", and select a user or group from the drop-down box.

  • To add additional users/groups, click the "+" icon and select another user.

  • To remove a user/group from the alerts, click the "-" icon.

  • Click "Save Changes".