Notification Preference Tiers

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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.

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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 Email 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    

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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 Email 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      

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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 Email 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        

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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.

Notification Type Email Alternate Emails Text Mobile App
User - New Lead    
User - Lead Contact Request        
User - Incoming text msg from leads        
User - Incoming chat msg from leads    
User - Leads become active        
User - Leads request a tour    
User - Leads favorite a property    
User - Leads share a property via email        
User - Contact Info Updated    
User - Seller Leads valuation inquiry    
User - Lead reassigned    
User - Leads Claimed from a Pond      
User - Outgoing emails to leads        
User - Follow-up reminders    
User - Daily follow-up reminders        
User - Activity        
User - Activity shared by another user    

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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.

Notification Type Email Alternate Emails Text Mobile App
User - New Lead    
User - Lead Contact Request        
User - Incoming text msg from leads        
User - Incoming chat msg from leads        
User - Leads become active        
User - Leads request a tour    
User - Leads favorite a property        
User - Leads share a property via email        
User - Contact Info Updated      
User - Seller Leads valuation inquiry    
User - Lead reassigned    
User - Leads Claimed from a Pond        
User - Outgoing emails to leads        
User - Follow-up reminders      
User - Daily follow-up reminders        
User - Activity        
User - Activity shared by another user    

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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.

Notification Type Email Alternate Emails Text Mobile App
User - New Lead    
User - Lead Contact Request        
User - Incoming text msg from leads        
User - Incoming chat msg from leads        
User - Leads become active        
User - Leads request a tour        
User - Leads favorite a property        
User - Leads share a property via email        
User - Contact Info Updated        
User - Seller Leads valuation inquiry    
User - Lead reassigned        
User - Leads Claimed from a Pond        
User - Outgoing emails to leads        
User - Follow-up reminders        
User - Daily follow-up reminders        
User - Activity        
User - Activity shared by another user    

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