Notifications
Here you can manage your preferences for the notifications that appear on the CRM dashboard.
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If a user is associated with multiple sub-accounts, they can set different notification preferences for each sub-account.
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Notification preferences set or updated under a sub-account get applied to the specific sub-account, and not all the sub-accounts user is connected with.
In App Notifications
In app notifications when checked, will notify you inside of your CRM and Leadconnector app. In this column, user can view the current settings for each type of notification on the list. Users can check or uncheck the boxes based on how they would like to receive the notifications.
Email Notifications
For the users who access their emails more frequently can set email notifications based on their most important tasks. As shown in the column, a user can check or uncheck the boxes based on the type of notifications they would like to receive via email.
Conversation Notifications
Lets you manage the notifications about client communications. Here you can customize the notifications with respect to the email conversations or text messages received through different channels.
All Conversations
You can opt to receive notifications for all new messages received for your account. You can check or uncheck for email notification and In-App notification option based on your preference. Enabling the notification saves you from constantly having to check conversations section to see if the new message has received.
Conversation Assigned to me
This option when enabled, can send notifications when you’re assigned a conversation.
Notify About a Specific Message
This notification is meant only for a conversation you’re assigned to. Whenever new message arrives in one of the conversation you are assigned to, you get notified either in your app or via email based on what you have checked or unchecked.
Task Notifications
Lets you manage notifications related to tasks.
