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  2. CRM/ Lead Manager
  3. Settings

Notification Preference Tiers

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Real Geeks

My Notification Preferences

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
Incoming text messages from leads TRUE FALSE TRUE TRUE
Incoming chat messages from leads TRUE FALSE TRUE TRUE
Leads request a tour TRUE FALSE TRUE TRUE
Leads become active FALSE FALSE FALSE FALSE
Activity shared by another user TRUE FALSE TRUE TRUE
Leads favorite a property TRUE FALSE TRUE TRUE
Leads share a property via email TRUE FALSE FALSE TRUE
Follow-up reminders TRUE FALSE TRUE TRUE
Daily follow-up reminders TRUE FALSE TRUE TRUE
Lead reassigned TRUE FALSE FALSE TRUE
Contact Info Updated TRUE FALSE TRUE TRUE
Lender Assignments TRUE FALSE FALSE TRUE
Leads Added to a Pond TRUE FALSE TRUE TRUE
Potential Seller Leads FALSE FALSE FALSE FALSE

Suggested

Notification Types Email Alternate Text Browser
Incoming Text TRUE FALSE TRUE TRUE
New Leads TRUE FALSE TRUE TRUE
Lead Contact Request TRUE FALSE FALSE TRUE
Incoming text messages from leads TRUE FALSE TRUE TRUE
Incoming chat messages from leads TRUE FALSE TRUE TRUE
Leads request a tour TRUE FALSE TRUE TRUE
Leads become active FALSE FALSE FALSE FALSE
Activity shared by another user TRUE FALSE FALSE TRUE
Leads favorite a property TRUE FALSE TRUE TRUE
Leads share a property via email FALSE FALSE FALSE FALSE
Follow-up reminders TRUE FALSE TRUE TRUE
Daily follow-up reminders TRUE FALSE FALSE TRUE
Lead reassigned FALSE FALSE FALSE FALSE
Contact Info Updated TRUE FALSE FALSE FALSE
Lender Assignments FALSE FALSE FALSE FALSE
Leads Added to a Pond TRUE FALSE FALSE FALSE
Potential Seller Leads FALSE FALSE FALSE FALSE

Important Only

Notification Types Email Alternate Text Browser
Incoming Text TRUE FALSE TRUE TRUE
New Leads TRUE FALSE TRUE TRUE
Lead Contact Request TRUE FALSE FALSE TRUE
Incoming text messages from leads TRUE FALSE TRUE TRUE
Incoming chat messages from leads TRUE FALSE TRUE TRUE
Leads request a tour TRUE FALSE TRUE TRUE
Leads become active FALSE FALSE FALSE FALSE
Activity shared by another user FALSE FALSE FALSE FALSE
Leads favorite a property TRUE FALSE TRUE TRUE
Leads share a property via email FALSE FALSE FALSE FALSE
Follow-up reminders TRUE FALSE TRUE TRUE
Daily follow-up reminders FALSE FALSE FALSE FALSE
Lead reassigned FALSE FALSE FALSE FALSE
Contact Info Updated FALSE FALSE FALSE FALSE
Lender Assignments FALSE FALSE FALSE FALSE
Leads Added to a Pond TRUE FALSE FALSE FALSE
Potential Seller Leads FALSE FALSE FALSE FALSE

Admin Notification Preferences

Well-Informed

Notification Types Email Alternate Text Browser
User - New Leads TRUE FALSE TRUE TRUE
User - Seller Leads Valuation Inquiry TRUE FALSE TRUE TRUE
User - Lead Contact Request FALSE FALSE FALSE FALSE
User - Incoming text messages from leads FALSE FALSE FALSE FALSE
User - Incoming chat messages from leads TRUE FALSE TRUE TRUE
User - Leads request a tour TRUE FALSE TRUE TRUE
User - Leads become active FALSE FALSE FALSE FALSE
User - Activity shared by another user TRUE FALSE TRUE TRUE
User - Leads favorite a property TRUE FALSE TRUE TRUE
User - Leads share a property via email FALSE FALSE FALSE FALSE
User - Follow-up reminders TRUE FALSE TRUE TRUE
User - Daily follow-up reminders FALSE FALSE FALSE FALSE
User - Lead reassigned TRUE FALSE TRUE TRUE
User - Contact Info Updated TRUE FALSE TRUE TRUE
User - Outgoing emails to leads FALSE FALSE FALSE FALSE
User - Activities FALSE FALSE FALSE FALSE
User - Leads Claimed from a pond TRUE FALSE FALSE FALSE

 

Suggested

Notification Types Email Alternate Text Browser
User - New Leads TRUE FALSE TRUE TRUE
User - Seller Leads Valuation Inquiry TRUE FALSE TRUE TRUE
User - Lead Contact Request FALSE FALSE FALSE FALSE
User - Incoming text messages from leads FALSE FALSE FALSE FALSE
User - Incoming chat messages from leads FALSE FALSE FALSE FALSE
User - Leads request a tour TRUE FALSE TRUE TRUE
User - Leads become active FALSE FALSE FALSE FALSE
User - Activity shared by another user TRUE FALSE TRUE TRUE
User - Leads favorite a property FALSE FALSE FALSE FALSE
User - Leads share a property via email FALSE FALSE FALSE FALSE
User - Follow-up reminders TRUE FALSE FALSE TRUE
User - Daily follow-up reminders FALSE FALSE FALSE FALSE
User - Lead reassigned TRUE FALSE TRUE TRUE
User - Contact Info Updated TRUE FALSE FALSE FALSE
User - Outgoing emails to leads FALSE FALSE FALSE FALSE
User - Activities FALSE FALSE FALSE FALSE
User - Leads Claimed from a pond FALSE FALSE FALSE FALSE

 

Important Only

Notification Types Email Alternate Text Browser
User - New Leads TRUE FALSE TRUE TRUE
User - Seller Leads Valuation Inquiry TRUE FALSE TRUE TRUE
User - Lead Contact Request FALSE FALSE FALSE FALSE
User - Incoming text messages from leads FALSE FALSE FALSE FALSE
User - Incoming chat messages from leads FALSE FALSE FALSE FALSE
User - Leads request a tour FALSE FALSE FALSE FALSE
User - Leads become active FALSE FALSE FALSE FALSE
User - Activity shared by another user TRUE FALSE TRUE TRUE
User - Leads favorite a property FALSE FALSE FALSE FALSE
User - Leads share a property via email FALSE FALSE FALSE FALSE
User - Follow-up reminders FALSE FALSE FALSE FALSE
User - Daily follow-up reminders FALSE FALSE FALSE FALSE
User - Lead reassigned FALSE FALSE FALSE FALSE
User - Contact Info Updated FALSE FALSE FALSE FALSE
User - Outgoing emails to leads FALSE FALSE FALSE FALSE
User - Activities FALSE FALSE FALSE FALSE
User - Leads Claimed from a pond FALSE FALSE FALSE FALSE
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