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Notifications Overview

Notifications Overview

Owned by Romina Chu (Unlicensed)
Last updated: Oct 31, 2024 by Rebecca Kornblum
1 min read

Notifications keep you updated and track your leads. There are multiple types of notifications:

  • New Lead Notifications

  • New Lead Button

  • Email Notifications

  • Follow-Ups

  • SMS Notifications

New Lead Notifications

Applications that have been assigned but not viewed are listed in New Lead Notifications.

To learn more, see the New Lead Notifications article.

New Lead Button

When a new lead is available for campaigns set to Distribute All, the New Leads button appears. The first agent to click the button is assigned the lead.

Email Notifications

Campaigns can be set up to send email notifications whenever a new lead is assigned.

Follow-Ups

Follow-ups can be scheduled for applications to remind you to perform an action in the future.

To learn more, see the Follow-Ups article.

SMS Notifications

The SMS Notification icon shows the number of unread SMS messages. Clicking on this icon will open a dropdown, displaying the most recent messages on top.

To learn more, see the SMS Overview article.