CRM Settings & Customization
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      Notification Preference Tiers

      Effective communication is a cornerstone of real estate success. With the Real Geeks notification preference tier system, staying informed and responding quickly to leads has never been easier. This system allows you to tailor notifications to your workflow, ensuring you stay connected without feeling overwhelmed.

      Table of Contents

       

      How to Access Notification Settings

      To configure your notification preferences, follow these steps:

      1. Navigate to the Notification Settings
      2. Select the Notification Preference Tier that aligns with your needs:

       

      Personal Notification Preferences

      Personal Notification Preferences offer essential updates to help agents stay informed and manage their leads effectively. These notifications alert users to important lead actions, such as inquiries, saved searches, or property registrations, while also providing reminders about task progress and follow-ups. By tailoring notifications to their workflow, agents can ensure timely responses, maintain accountability, and optimize their use of the CRM.

      Notifications and their Meanings

      New lead

      Notification is sent when the user is assigned a new lead. Leads reassigned in bulk do not trigger this notification.

      Lead Contact Request

      Notification is sent when a lead assigned to the user completes the "Contact Us" form.

      Incoming chat messages from leads

      Notification is sent when the user receives an incoming chat message in the CRM.

      Leads become active

      Notification is sent when a lead assigned to the user becomes active on the website.

      Leads request a tour

      Notification is sent when a lead assigned to the user completes a Tour Request Form.

      Leads favorite a property

      Notification is sent when a lead assigned to the user adds a listing to their favorites.

      Leads share a property via email

      Notification is sent when a lead assigned to the user completes the "Share by email" option while looking at a listing on the website.

      Contact Info Updated

      Notification is sent when a lead assigned to the user updates their contact information on the website.

      Seller Leads valuation inquiry

      Notification is sent when a lead assigned to the user completes a Property Valuation.

      Potential Seller Lead

      Notification is sent when a potential seller lead is assigned to the user.

      Lead reassigned

      Notification is sent when one of the user's leads is reassigned to another CRM user.

      Leads Added to a Pond

      Notification sent when a lead is added to a Pond the user has access to.

      Lender Assignments

      Notification is sent when lenders are assigned to the user's leads.

      Follow-up reminders

      Notification when the user has a scheduled follow-up.

      Daily follow-up reminders

      Daily notification sent summarizing all of the follow-ups scheduled for all CRM users.

      Activity shared by another user

      Notification sent when an admin or agent adds an activity to a lead assigned to the user

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      Personal Notifications - Well Informed

      This tier is perfect for agents who want to receive frequent updates on all activity related to their leads. It ensures you never miss a step in the lead nurturing process, making it a great fit for those who prefer a highly detailed view of their leads’ engagement.

      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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      Personal Notifications - Suggested

      The Suggested tier provides actionable and prioritized notifications to help you focus on high-value opportunities. Designed to reduce notification volume, this tier balances insight with efficiency.

      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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      Personal Notifications - Important Only

      This tier filters notifications to critical, high-priority actions that demand immediate attention. It’s ideal for agents who want to minimize distractions while staying on top of major developments.

      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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      Personal Notifications - Custom

      The Custom tier provides complete flexibility, allowing you to select specific activities that trigger notifications and control how you’re notified. This option is ideal for agents with unique workflows who want to tailor their experience.

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      Admin Notification Preferences

      Admin Notification Preferences provide site owners and administrators with essential updates to monitor agent performance and lead engagement effectively. These notifications include alerts about agent actions, such as responses to lead inquiries or task completion, as well as insights into lead activity, like registrations, inquiries, or other significant behaviors. Additionally, administrators can stay informed about task and follow-up progress, including updates on overdue or completed activities, ensuring accountability and efficient CRM usage across the team.

      Notifications and their Meanings

      User - New lead

       Notification is sent when any CRM user is assigned a new lead.

      User - Lead Contact Request  

      Notification is sent when any lead (regardless of assigned agent) completes the "Contact Us" form.

      User - Incoming text messages from leads  

      Notification is sent when any CRM user receives an incoming text message in the CRM.

      User - Incoming chat messages from leads  

      Notification is sent when any CRM user receives an incoming chat message in the CRM.

      User - Leads become active  

      Notification is sent when any lead (regardless of assigned agent) becomes active on the website.

      User - Leads request a tour  

      Notification is sent when any lead (regardless of assigned agent) completes a Tour Request Form.

      User - Leads favorite a property  

      Notification is sent when any lead (regardless of assigned agent) adds a listing to their favorites.

      User - Leads share a property via email  

      Notification is sent when any lead (regardless of assigned agent) completes the "Share by email" option while looking at a listing on the website.

      User - Contact Info Updated  

      Notification is sent when any lead (regardless of assigned agent) updates their contact information on the website.

      User - Seller Leads valuation inquiry  

      Notification is sent when any lead (regardless of assigned agent) completes a Property Valuation.

      User - Lead reassigned

      Notification when any lead is reassigned to another CRM user.

      User - Leads Claimed from a Pond  

      Notification is sent when any CRM claims a lead from a Lead Pond.

      User - Outgoing emails to leads  

      Notification is sent when any CRM user sends an email out of the CRM.

      User - Follow-up reminders  

      Notification when any CRM user has a scheduled follow-up.

      User - Daily follow-up reminders

      Daily notification sent summarizing all of the follow-ups scheduled for all CRM users. 

      User - Activity  

      Notification is sent when any CRM user logs an activity on a lead's activity feed.

      User - Activity shared by another user  

      Notification is sent when an admin or agent creates an activity on a lead's account.

      		  

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      Admin Notifications - Well Informed

      This tier provides administrators with comprehensive updates on all team and lead activity. It is ideal for those who want a complete view of agent performance and CRM usage, ensuring no detail goes unnoticed.

      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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      Admin Notifications - Suggested

      This tier is designed to help team leaders focus on actionable updates without being overwhelmed by non-critical notifications. By prioritizing key actions and insights, Admin Suggested ensures administrators stay informed about activities likely to impact team performance or lead conversion.

       

      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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      Admin Notifications - Important Only

      For team leaders who prefer to focus only on the most critical updates, this tier filters notifications to highlight high-priority actions and issues requiring immediate attention.

      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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      Admin Notifications - Custom

      This tier offers full flexibility for administrators to tailor notifications based on their unique oversight needs. Admins can select specific actions or behaviors to track and customize how they are notified.