Notification Preference Tiers give you to option to choose common notifications based on the level of notifications you prefer to receive. Explore the notifications included in each of the Notification Preference Tiers below.
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Completely Off & Custom Tiers
Completely Off
My Notifications - By selecting the "Completely Off" tier for My Notifications, the CRM user will not be notified of any CRM activity for the leads and follow-ups assigned to them.
Admin Notifications - Selecting the "Completely Off" tier for Admin Notifications means the CRM user will not be notified of any CRM activity performed by or assigned to other CRM users.
Custom
With the "Custom" tier selected for My Notifications or Admin Notifications, you are able to pick the notifications you want the user to receive. To learn more about all of the available Notification Types, click here.
My Notification Preference Tiers
Well Informed
The user will be informed of lead activity, follow-ups, and messages for the leads assigned to them via the included notifications below. Click on the notification type for more information.
| Notification Type | Alternate Emails | Text | Mobile App | |
|---|---|---|---|---|
| New Lead | ✅ | ✅ | ||
| Lead Contact Request | ✅ | ✅ | ||
| Incoming text messages from leads | ✅ | ✅ | ||
| Incoming chat messages from leads | ✅ | ✅ | ||
| Leads become active | ||||
| Leads request a tour | ✅ | ✅ | ||
| Leads favorite a property | ✅ | ✅ | ||
| Leads share a property via email | ✅ | |||
| Contact Info Updated | ✅ | ✅ | ||
| Seller Leads valuation inquiry | ✅ | ✅ | ||
| Potential Seller Leads | ||||
| Lead reassigned | ✅ | |||
| Leads Added to a Pond | ✅ | ✅ | ||
| Lender Assignments | ✅ | |||
| Follow-up reminders | ✅ | ✅ | ||
| Daily follow-up reminders | ✅ | ✅ | ||
| Activity shared by another user | ✅ | ✅ |
Suggested
Just the right amount of notifications for the leads and lead activity assigned to the user. See all notifications included in this tier below. Click on the Notification Type for more information.
| Notification Type | Alternate Emails | Text | Mobile App | |
|---|---|---|---|---|
| New Lead | ✅ | ✅ | ✅ | |
| Lead Contact Request | ✅ | |||
| Incoming text messages from leads | ✅ | ✅ | ||
| Incoming chat messages from leads | ✅ | ✅ | ||
| Leads become active | ||||
| Leads request a tour | ✅ | ✅ | ||
| Leads favorite a property | ✅ | ✅ | ||
| Leads share a property via email | ||||
| Contact Info Updated | ✅ | |||
| Seller Leads valuation inquiry | ✅ | ✅ | ||
| Potential Seller Leads | ||||
| Lead reassigned | ||||
| Leads Added to a Pond | ✅ | |||
| Lender Assignments | ||||
| Follow-up reminders | ✅ | ✅ | ||
| Daily follow-up reminders | ✅ | |||
| Activity shared by another user | ✅ |
Important Only
Ideal for admins or team leaders - the user will receive only the important notifications for leads assigned to them. See all notifications included in this tier below. Click on the Notification Type for more information.
| Notification Type | Alternate Emails | Text | Mobile App | |
|---|---|---|---|---|
| New Lead | ✅ | ✅ | ||
| Lead Contact Request | ✅ | |||
| Incoming text messages from leads | ✅ | ✅ | ||
| Incoming chat messages from leads | ✅ | ✅ | ||
| Leads become active | ||||
| Leads request a tour | ✅ | ✅ | ||
| Leads favorite a property | ✅ | |||
| Leads share a property via email | ||||
| Contact Info Updated | ||||
| Seller Leads valuation inquiry | ✅ | ✅ | ||
| Potential Seller Leads | ||||
| Lead reassigned | ||||
| Leads Added to a Pond | ✅ | ✅ | ||
| Lender Assignments | ||||
| Follow-up reminders | ✅ | ✅ | ||
| Daily follow-up reminders | ||||
| Activity shared by another user |
Admin Notification Preference Tiers
Well Informed
The user will be informed of activity, follow-ups, and messages for leads regardless of assignment, as well as the activity of other CRM users via the included notifications below. Click on the Notification Type for more information.
Suggested
Just the right amount of notifications for all of the company's lead and user activity. See all notifications included in this tier below. Click on the Notification Type for more information.
Important Only
Ideal for admins or team leaders - the user will only be notified of important activity performed by all leads and users. See all notifications included in this tier below. Click on the Notification Type for more information.