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Text or email notifications for New leads or documents up loaded

Having a option within Smartr365 to get a text or email notification to alert the broker or system admin that they should log in as there is a new document or lead.

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Larissa Tait shared this idea  ·   ·  Report…  ·  Admin →
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  • Michaela Edney commented  ·   ·  Report

    Would be a good idea to have any new leads assigned to an adviser e-mailed over. This would ensure no cases are missed.

  • lewis nash commented  ·   ·  Report

    the options to choose would be great. I don't care so much for all notifications but would love to have new leads emailed to me. they get so easily missed currently as 100's of notifications coming through all the time.