Notifications

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The Lead Manager features several different types of notifications that users can receive based on the activities of the leads in their system. Below we will go over setting up notifications, the types of notifications and additional administrator level notifications.

Enabling Notifications

Prior to getting access to notifications settings, the permission to adjust these needs to be enabled by an administrator.

  • Users: Contact your Lead Manager administrator and request the permission to access your notification settings
  • Administrators: Locate the user who needs to have notification permissions enabled in your list of users. In the user's profile, toggle the permission related to notifications access.

Once notifications are enabled, the user will be able to access their notification settings. Admins: The option to enable notifications for a user is up to you, but if you choose not to allow this setting to an user, you will need to set up the notifications for them.

Notification settings are accessible either in a Users' profile or under the specific notifications tab in the Lead Manager's settings.

Notification Addresses

There are three separate notification addresses that can be set up in a user's profile:

  • Notification Email Address - Primary notification address, usually matches the login email.
  • Alternate Emails - Alternate notification addresses. Can have multiple addresses, separated by a comma.
  • Text Emails - Emails that are sent to a mobile text message address. The format for these is dictated by your mobile provider but an example would be 1234567890@vtext.com for Verizon.

Notifications for Users

Here are the notifications available to users. These are all notifications as they pertain to leads that are assigned to the specific user.

  • New leads* - Notification sent when a new lead is assigned to the user.
  • Seller Leads valuation inquiry - Notification sent when an assigned lead completes the property valuation form.
  • Incoming text messages from leads - Notification sent when an assigned lead sends a text message to the system text messaging number.
  • Leads become active - Notification sent when an assigned lead becomes active on the website. A lead is considered active after a 24 hour gap since their previous visit.
  • Leads favorite a property - Notification sent when an assigned lead adds a property to their list of favorites.
  • Leads share a property via email - Notification sent when an assigned lead shares a property using the share via email function on a property details page.
  • Follow-up reminders - Notification sent when the user has scheduled a follow-up.
  • Daily follow-up reminders - Notification sent on a daily basis, summarizing all scheduled follow-ups.
  • Lead reassigned - Notification sent when leads are reassigned.
  • Lender Assignments - Notification sent when lenders are assigned leads
  • Potential Seller Leads - Notification sent when a potential seller lead enters that specific database.

*Leads reassigned in bulk do not trigger New Lead notifications.

Notifications for Team Leaders and Administrators

Team Leaders and Administrators have access to a second set of notifications. These notifications are labeled with the category of Users and pertain to activities relating to the entire company, not just leads that are assigned to you.

  • Users - Outgoing emails to leads - Notification sent when a user sends an outgoing email out of the Lead Manager.
  • Users - Activities - Notification sent when a user logs an activity on a lead's activity feed.
  • Users - New Leads - Notification sent when a user is assigned a new lead.
  • Users - Seller Leads valuation inquiry - Notification sent when a user's assigned lead completes a Property Valuation form.
  • Users - Incoming text messages from leads - Notification sent when a user receives an incoming text message from an assigned lead.
  • Users - Leads become active - Notification sent when a user's assigned lead becomes active.
  • Users- Activity shared by another user - Notification sent when an admin or another agent creates an activity on a lead's account
  • Users - Leads favorite a property - Notification sent when a user's assigned lead adds a favorite property.
  • Users - Leads share a property via email - Notification sent when a user's lead uses the share by email function.
  • Users - Follow-up reminders - Notification when a user has a scheduled follow-up.
  • Users - Daily follow-up reminders - Daily summary notification of agent's scheduled follow-ups.
  • Users - Lead reassigned - Notification when a lead is reassigned due to Idle Lead Reassignment.

Don't forget to save after setting up your notification settings and notification emails!

Notification Tiers

Well Informed

Notification Types Email Alternate Text Browser
Incoming Text TRUE FALSE TRUE TRUE
New Leads TRUE FALSE TRUE TRUE
Lead Contact Request TRUE FALSE TRUE TRUE
Tour Request TRUE FALSE TRUE TRUE
New Valuation Inquiry TRUE FALSE TRUE TRUE
Potential Seller Leads FALSE FALSE FALSE FALSE
Reminders TRUE FALSE TRUE TRUE
Shared Activity TRUE FALSE TRUE TRUE
Lead Reassigned TRUE FALSE FALSE TRUE
Daily Follow-up Reminder TRUE FALSE TRUE TRUE
Lender Assignments TRUE FALSE FALSE TRUE
Favorited Property TRUE FALSE TRUE TRUE
Lead Becomes Active FALSE FALSE FALSE FALSE
Property Shared  TRUE FALSE FALSE TRUE
Incoming Chat TRUE FALSE TRUE TRUE
Updated Contact FALSE FALSE FALSE FALSE
New Lead In Pond TRUE FALSE TRUE TRUE

 

Suggested

Notification Types Email Alternate Text Browser
Incoming Text TRUE FALSE TRUE TRUE
New Lead TRUE FALSE TRUE TRUE
Lead Contact Request TRUE FALSE FALSE TRUE
Tour Request TRUE FALSE TRUE TRUE
New Valuation Inquiry TRUE FALSE TRUE TRUE
Potential Seller Lead FALSE FALSE FALSE FALSE
Reminders TRUE FALSE TRUE TRUE
Shared Activity TRUE FALSE FALSE TRUE
Lead Reassigned FALSE FALSE FALSE FALSE
Daily Follow-up Reminder TRUE FALSE FALSE TRUE
Lender Assignments FALSE FALSE FALSE FALSE
Favorited Property TRUE FALSE TRUE TRUE
Lead Becomes Active FALSE FALSE FALSE FALSE
Property Shared FALSE FALSE FALSE FALSE
Incoming Chat TRUE FALSE TRUE TRUE
Updated Contact  FALSE FALSE FALSE FALSE
New Lead In Pond TRUE FALSE TRUE TRUE

 

Important Only

Notification Types Email Alternate Text Browser
Incoming Text TRUE FALSE TRUE TRUE
New Lead TRUE FALSE TRUE TRUE
Lead Contact Request TRUE FALSE FALSE TRUE
Tour Requested TRUE FALSE TRUE TRUE
New Valuation Inquiry TRUE FALSE TRUE TRUE
Potential Seller Leads FALSE FALSE FALSE FALSE
Reminders TRUE FALSE TRUE TRUE
Shared Activity FALSE FALSE FALSE FALSE
Lead Reassigned FALSE FALSE FALSE FALSE
Daily Follow-up Reminder FALSE FALSE FALSE FALSE
Lender Assignments FALSE FALSE FALSE FALSE
Favorited Property TRUE FALSE FALSE TRUE
Lead Becomes Active FALSE FALSE FALSE FALSE
Shared Property FALSE FALSE FALSE FALSE
Incoming Chat TRUE FALSE TRUE TRUE
Updated Contact FALSE FALSE FALSE FALSE
New Lead In Pond TRUE FALSE TRUE TRUE

 

Admin Notification Preferences

Well-Informed

Notification Types Email Alternate Text Browser
User - Incoming Text FALSE FALSE FALSE FALSE
User - New Lead TRUE FALSE TRUE TRUE
User - New Valuation Inquiry TRUE FALSE TRUE TRUE
User - Lead Contact Request FALSE FALSE FALSE FALSE
User - Lead Reassigned TRUE FALSE TRUE TRUE
User - Outgoing Email FALSE FALSE FALSE FALSE
User - Reminders TRUE FALSE TRUE TRUE
User - Daily Follow-up Reminder FALSE FALSE FALSE FALSE
User - Shared Activity TRUE FALSE TRUE TRUE
User - Tour Requested TRUE FALSE TRUE TRUE
User - Activities FALSE FALSE FALSE FALSE
User - Favorited Property TRUE FALSE TRUE TRUE
User - Lead Becomes Active FALSE FALSE FALSE FALSE
User - Shared Property FALSE FALSE FALSE FALSE
User - Incoming Chat TRUE FALSE TRUE TRUE
User - Contact Updated FALSE FALSE FALSE FALSE
User - New Lead In Pond TRUE FALSE FALSE FALSE

 

Suggested

Notification Types Email Alternate Text Browser
User - Incoming Text FALSE FALSE FALSE FALSE
User - New Leads TRUE FALSE TRUE TRUE
User - New Valuation Inquiry TRUE FALSE TRUE TRUE
User - Lead Contact Request FALSE FALSE FALSE FALSE
User - Lead Reassigned TRUE FALSE TRUE TRUE
User - Outgoing Emails FALSE FALSE FALSE FALSE
User - Reminders TRUE FALSE FALSE TRUE
User - Daily Follow-up Reminder FALSE FALSE FALSE FALSE
User - Shared Activity TRUE FALSE TRUE TRUE
User - Tour Requested TRUE FALSE TRUE TRUE
User - Activities FALSE FALSE FALSE FALSE
User - Favorited Property FALSE FALSE FALSE FALSE
User - Lead Becomes Active FALSE FALSE FALSE FALSE
User - Shared Property FALSE FALSE FALSE FALSE
User - Incoming Chat FALSE FALSE FALSE FALSE
User - Contact Updated FALSE FALSE FALSE FALSE
User - New Lead In Pond TRUE FALSE FALSE FALSE

 

Important Only

Notification Types Email Alternate Text Browser
User - Incoming Text FALSE FALSE FALSE FALSE
User - New Leads TRUE FALSE TRUE TRUE
User - New Valuation Inquiry TRUE FALSE TRUE TRUE
User - Lead Contact Request FALSE FALSE FALSE FALSE
User - Lead Reassigned FALSE FALSE FALSE FALSE
User - Outgoing Emails FALSE FALSE FALSE FALSE
User - Reminders FALSE FALSE FALSE FALSE
User - Daily Follow-up Reminders FALSE FALSE FALSE FALSE
User - Shared Activity TRUE FALSE TRUE TRUE
User - Tour Requested FALSE FALSE FALSE FALSE
User - Activities FALSE FALSE FALSE FALSE
User - Favorited Property FALSE FALSE FALSE FALSE
User - Lead Becomes Active FALSE FALSE FALSE FALSE
User - Shared Property FALSE FALSE FALSE FALSE
User - Incoming Chat FALSE FALSE FALSE FALSE
User - Contact Updated FALSE FALSE FALSE FALSE
User - New Lead In Pond FALSE FALSE FALSE FALSE

 

FAQ

 

Why am I not receiving text notifications?

The most common answers to this are that either there is no SMS email address in the Text Email Field (figure 1), or there are no notifications checked under the “Text” column (figure 2). Please ensure both are completed correctly for each User that wishes to be notified by text. Note: You do not need to purchase the text messaging feature in order to receive text notifications.

If you do not see Notification settings, please contact your website Admin.

Figure 1

Figure 2

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