Manage your notification preferences for the CRM dashboard. If you are associated with multiple sub-accounts, you can set different notification preferences for each one.
1. Click "Settings"
2. Click "My Profile"
3. Click "Notifications"
4. In App Notifications
Enable notifications within Leadconnector by checking the in-app notifications option. You can see an overview of your current notification settings for each type and update your preferences by checking or unchecking the boxes.
5. Email Notifications
For users who frequently use email, email notifications can help stay organized and highlight important tasks. Use the email column to have more control over the types of notifications you receive. Check or uncheck the boxes to create a personalized notification system that ensures you only receive contextual messages about your most immediate action items.
6. SMS Notifications
7. Conversation Notifications
Stay informed about your clients' communication with Conversation Notifications. Customize the notifications you receive for email and text message conversations. Easily choose which notifications you want to see or turn them off completely.
8. All Conversations
Stay up to date with all new messages received for your account. Choose to receive email or in-app notifications.
9. Conversation Assigned to me
Get notified when conversations are assigned to you. Stay on top of your tasks with prompt alerts delivered to your app or email.
10. Notify About a Specific Message
Be informed about any new message arrivals from conversations you are assigned to. These notifications can appear in your app and/or email.
11. Task Notifications
Take control of your to-do list with task notifications. Set up these notifications to show in-app and/or email to ensure no tasks are missed.
12. When a task gets assigned
Choose to be notified in your app or via email whenever a task is assigned. Stay informed and organized, especially when multiple users have tasks.
13. Setting a reminder
Customize notification options based on your preferred timing. Set up alerts through the app, email, or SMS to be reminded 15, 30, 45, or 60 minutes before upcoming tasks.
14. Facebook Notifications
Control how you view updates related to your Facebook page with the Facebook notifications section. Opt-in for in-app and/or email notifications. Make sure your Facebook page is integrated with your CRM to receive these notifications.
15. About a Review
Manage notifications for reviews received on your Facebook page. Choose email or in-app notifications.
16. Google Notifications
Manage notifications related to your Google My Business page.
17. About a google review
Opt-in to receive notifications in-app and/or via email when you receive a new review. Stay informed about the next actions you might need to take based on the received review.
