How to Add Notifications

We want to ensure that you know about the leads in your account. Notifications are instant, hourly, daily, weekly or monthly emails sent right to your inbox letting you know about your newest leads.

How to add Notifications:

1. At any level of user, access the settings.

2. Go to the Notifications tab.

3. From here, you can select how often you would like standard summary emails and custom queue emails. You can also select if you would like a .csv attached. For custom queue emails, you will need to build a custom queue in the dashboard and then modify its notifications settings.

4. All selections will automatically save for you.