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How can we improve the Smartr365 emails?

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Email Notification when documents uploaded from Client side

Automated email to broker for when client uploads documents rather than button saying inform advisors, in case the client doesn't see this then the broker chases them for a document that is already in the system.

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

    Having a type of notification for when a new lead comes through Smartr365 in the Lead pool generated from the QR codes.

  • Larissa Tait commented  ·   ·  Report

    Email notifications for the advisor for when a lead is added from the QR codes or documents added from the client side