Notification Preferences Overview

Modified on Thu, 5 Sep at 1:13 PM

Manage how you receive notifications on the CRM dashboard, with the option to customize settings for each sub-account. Users with several sub-accounts can personalize their notifications for each, with preferences being applied only to the chosen sub-account.


Control In-App Notifications

Activate notifications in Leadconnector by toggling the in-app notification settings. This section offers a summary of your current setup, letting you quickly adjust by checking or unchecking specific notification options.

In-App Notifications


Email Notification Settings

Stay organized with email notifications, designed for users who rely on emails for task management. Customize your email alerts by selecting or deselecting categories, ensuring you receive only relevant updates in your inbox.

Email Notifications


Manage Conversation Notifications

Monitor client interactions easily with Conversation Notifications, tailored for both email and text message updates. You have full control over what notifications you see or the ability to disable them altogether.

Conversation Notifications


Conversation Activity Notifications

Want to stay on top of all your messages? Opt-in for email or in-app notifications to ensure you’re alerted for every new message, eliminating the need for manual checks.

All Conversations


Assigned Conversation Notifications

Ensure that you're always up to date with tasks by enabling notifications for conversations assigned to you. You'll receive an instant alert in the app or via email whenever a new task comes your way.

Conversation Assigned


Targeted Message Alerts

Ensure you never miss an important message by activating the notify-about-a-message option. Get immediate updates for any new messages in your assigned conversations, directly to your app or email.

Notify About a Specific Message


Stay on Top of Task Notifications

Gain full control over task management by setting up task notifications. Receive alerts in your app or email, so you’re always aware of upcoming tasks and deadlines.

Task Notifications


Assigned Task Notifications

Notifications for assigned tasks help you stay informed and organized, especially with multiple users. You can opt for alerts in your app or via email whenever a task is assigned to you.

When a task gets assigned


Reminder Setup for Tasks

Stay on schedule with customized task reminders. Set alerts in the app, via email, or by SMS, with options to receive notifications 15, 30, 45, or 60 minutes before a task’s due time.

Setting a reminder


WordPress Alerts Management

Manage notifications for your WordPress site to stay informed about messaging and activities. Make sure your WordPress URL is connected to your CRM system before setting your notification preferences.

Wordpress


Track WordPress Purchases

Receive notifications when a customer makes a purchase on your WordPress site. Choose between in-app alerts or email notifications to stay informed in real time.

About Wordpress service


Facebook Notification Settings

Configure how you receive Facebook page updates through in-app or email notifications. Make sure your page is linked with your CRM before enabling notifications.

Facebook


Review Alerts on Facebook

Stay informed about reviews left on your Facebook page by selecting either email or in-app notifications. Manage your settings to get the updates you need.

About a Review


Notifications for Google My Business

Set up notifications for your Google My Business page to stay informed on updates and activities.

Google


Get Notified About Google Reviews

Enable in-app or email notifications for new Google reviews. Stay informed on customer feedback and plan the appropriate response through your Google My Business page settings.

About a google review



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