> ## Documentation Index
> Fetch the complete documentation index at: https://help.askfunnel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Email your team when a lead arrives

> Send an automatic email to teammates when a new lead comes in, so someone follows up right away.

<Callout icon="star" color="#155DFC">
  Available on: **all plans** (Starter, Growth, Scale and Enterprise).
</Callout>

A team alert is an email flow that sends to your own team instead of the lead. You can alert them about every lead, or only about the leads that matter most.

**Before you start**, you need:

* A verified sender. See [Add and verify a sender email](/messages/custom-sender-email).
* Teammates who have accepted their invitation. Only they can be picked. See [Give access to a workspace](/workspaces/give-access).
* Some familiarity with flows. See [Send automated emails to new leads](/messages/automated-emails).

## Important to note

<Warning>
  * Alerts go to each member's account email address, and each recipient counts as one email toward your monthly allowance. See [Send automated emails to new leads](/messages/automated-emails).
  * The footer stays on alerts. Team alerts include the same footer as emails to leads, with an unsubscribe line. A teammate who unsubscribes stops getting flow emails from this workspace.
  * Rules use your funnel's questions and form fields. You can choose an answer or a contact detail, but not a lead's score, tags or custom fields.
</Warning>

## Set up a team alert

<Steps>
  <Step title="Create a flow and set its trigger">
    1. From your main dashboard, click the three small dots (**...**) on the funnel's row, then **"Edit Funnel"**.
    2. Click the **Funnel** button at the top and choose **"Flows"**.
    3. Click **"New flow"** and click the **Trigger** card.
    4. Pick the status that should notify your team. **RECEIVED** alerts them about every new lead. To alert them about only some leads, click **"Add rule"**, choose a question such as your budget question, set **Is one of** and pick the answers that mean a hot lead. Click **"Save"**.

    <img src="https://mintcdn.com/askfunnel/cSURbWHQtD15itC8/images/messages/team-alerts/automation-logic.png?fit=max&auto=format&n=cSURbWHQtD15itC8&q=85&s=6841779c80784ce394355c3dc160e5cd" alt="The Automation logic window with the trigger status and an Add rule button" width="1470" height="1182" data-path="images/messages/team-alerts/automation-logic.png" />
  </Step>

  <Step title="Send the email to workspace members">
    1. Next to **From**, choose your verified sender.
    2. Next to **To**, click **"Workspace members"**.
    3. Click **Choose members to notify** and select the teammates who should get the alert. You can pick up to 20.

    <img src="https://mintcdn.com/askfunnel/cSURbWHQtD15itC8/images/messages/team-alerts/workspace-members.png?fit=max&auto=format&n=cSURbWHQtD15itC8&q=85&s=818c59cb8bf765d7695e7cb98641dc66" alt="The To setting switched to Workspace members, with the member list open" width="1470" height="1212" loading="lazy" data-path="images/messages/team-alerts/workspace-members.png" />
  </Step>

  <Step title="Write the alert">
    Add a clear subject, such as "New hot lead, follow up now", and write the message. Type **@** to insert details from the lead, such as their name, so your team sees who to contact. Pick the field, then enter a fallback (the text used when the field is empty) or click **"No fallback"**.
  </Step>

  <Step title="Test and publish">
    Click **"Test"** to send the alert to your own inbox, then click **"Publish Flow"**. From now on, every lead who matches the trigger sends your team an email.
  </Step>
</Steps>

<Tip>
  Write the alert as a short to-do: who the lead is, what they asked for and what to do next. Add a line such as "Update their status to CONTACTED once you reach out" so your [lead statuses](/leads/contact-status) stay current.
</Tip>

## Troubleshooting

<AccordionGroup>
  <Accordion title="The Workspace members option is grayed out">
    Your workspace has no accepted teammates yet. Hover over the button to see why. Invite teammates in your workspace settings, and pick them once they accept. See [Give access to a workspace](/workspaces/give-access).
  </Accordion>

  <Accordion title="My team did not get the alert">
    Check that the flow is **Live**, that you picked members under **To**, and that the lead matched your trigger and rules. Ask your teammates to check their spam folders. If a teammate clicked unsubscribe in an earlier alert, they no longer get flow emails from this workspace.
  </Accordion>
</AccordionGroup>

## What to do next

<Columns cols={3}>
  <Card title="Send automated emails to new leads" icon="envelope" href="/messages/automated-emails">
    Email the lead too, with a welcome message or a guide.
  </Card>

  <Card title="Keep your emails out of spam" icon="shield-halved" href="/messages/email-deliverability">
    Help your emails reach the inbox.
  </Card>

  <Card title="Message a lead on WhatsApp" icon="message" href="/messages/whatsapp-template">
    Start a chat from the lead's profile.
  </Card>
</Columns>

Need help? Email [support@askfunnel.com](mailto:support@askfunnel.com).
