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User Notifications
Manage your notification preferences for the CRM dashboard here.
If a user is associated with multiple sub-accounts, set distinct notification preferences for each sub-account. Preferences set or updated under a sub-account apply only to that specific sub-account, not to all connected sub-accounts.
In App Notifications
Enable in-app notifications within Leadconnector by checking the box. This page provides an overview of current notification settings for each type on the list. Update preferences by checking or unchecking boxes accordingly.
Email Notifications
For users who frequently use emails, utilize email notifications to stay organized and highlight important tasks. Use the email column to have more control over the types of notifications received. Check or uncheck boxes to create a personalized notification system for contextual messages about immediate action items.
Conversation Notifications
Stay informed about client communications with Conversation Notifications. Take control of email and text message conversation notifications by customizing which ones to receive or turning them off.
All Conversations
Stay up to date with all new messages received for your account by opting to receive notifications. Choose between Email or In-App notifications.
Conversation Assigned to Me
When enabled, receive notifications when conversations are assigned to you. Stay informed with alerts delivered promptly to your app or email.
Notify About a Specific Message
Stay informed about new messages in your conversations with this option. Receive notifications in your app and/or email.
Task Notifications
Have ultimate control over your to-do list with task notifications. Set up notifications to show in-app and/or email to ensure no tasks are missed.
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 with multiple users and tasks.
Setting a Reminder
Customize notification options for task reminders based on your preferred timing. Set up alerts through the app, email, or SMS to be reminded 15, 30, 45, or 60 minutes before your upcoming task.
WordPress
The WordPress notification section helps you stay on track with website messaging. Manage notifications related to your WordPress domain by ensuring the website URL is connected to your chosen CRM system.
About WordPress Service
Receive notifications when a customer makes a purchase through in-app notifications or emails. Access your account settings to choose your preferred notification method.
Facebook
Control how you view updates related to your Facebook page with the Facebook notifications section. Opt for In-App and/or email notifications after integrating your Facebook page with your CRM.
About a Review
Manage reviews received on your Facebook page by selecting email or In-App notifications.
Google
Manage notifications related to your Google My Business page here.
About a Google Review
Opt-in to receive notifications In-App and/or via email when you receive a new Google review. Use this notification to decide the next action based on the received review on your Google My Business page.
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