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Manage Push Notifications in the CRM Mobile App

Staying on top of new leads and conversations is critical for fast follow-up. The CRM mobile app makes this easy by sending real-time push notifications directly to your phone. With notifications enabled, you can engage leads the moment they take action, helping you stay consistent and responsive wherever you are.

Need to Know

  • Push notifications alert you instantly when lead activity happens

  • Faster response times improve your chances of connecting with leads

  • Notifications can be customized based on your preferences

  • Some notification types depend on your role (agent vs admin/team leader)

Table of Contents

How to Enable Push Notifications

Follow these steps to turn on push notifications in the CRM mobile app:

  1. Open the CRM mobile app

  2. Tap the Settings icon in the bottom-right corner

    crm-app-settings-notif

  3. Select Notifications

  4. Toggle the Receive Push Notifications menu

    crm-app-notify-settings

  5. Check the boxes for the notifications you want to receive

Your changes save automatically once selected.

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Understanding Notification Types

Notification options are based on activity tied to your leads and your role in the CRM.

For agents:

  • Notifications typically relate to leads assigned to you

  • Example: “New Lead” alerts you when a lead is assigned to you

  • You can also receive alerts for messages, activity, and follow-ups

For admins and team leaders:

  • Additional “User” notifications are available

  • These provide visibility into activity across your entire team

  • Helpful for monitoring performance and engagement

Adjust your notification settings to match how you prefer to work and how quickly you want to respond.

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Frequently Asked Questions

  • Why am I not receiving push notifications?
    Make sure notifications are enabled both in the app settings and in your phone’s system settings for the app.

  • Can I choose which notifications I receive?
    Yes, you can select specific notification types in the Notifications settings of the app.

  • Do notifications only apply to my leads?
    Agents receive notifications for their assigned leads, while admins and team leaders can also receive company-wide activity alerts.

  • Do I need to save my changes?
    No, changes are saved automatically when you select or deselect notification options.

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