notifications
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notifications [2016/11/18 19:26] allie [Notifications for Users] |
notifications [2020/05/28 20:42] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043709553 | ||
| ====== Notifications ====== | ====== Notifications ====== | ||
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| * **Administrators**: Locate the user who needs to have notification permissions enabled in your list of users. In the user's profile, toggle the permission related to notifications access. | * **Administrators**: Locate the user who needs to have notification permissions enabled in your list of users. In the user's profile, toggle the permission related to notifications access. | ||
| - | {{ ::lm_permissions01.png?400 |}} | + | {{::notificationspermissionrar.jpg?400|}} |
| Once notifications are enabled, the user will be able to access their notification settings. **Admins**: The option to enable notifications for a user is up to you, but if you choose not to allow this setting to an user, you will need to set up the notifications for them. | Once notifications are enabled, the user will be able to access their notification settings. **Admins**: The option to enable notifications for a user is up to you, but if you choose not to allow this setting to an user, you will need to set up the notifications for them. | ||
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| * **Text Emails** - Emails that are sent to a mobile text message address. The format for these is dictated by your mobile provider but an example would be 1234567890@vtext.com for Verizon. | * **Text Emails** - Emails that are sent to a mobile text message address. The format for these is dictated by your mobile provider but an example would be 1234567890@vtext.com for Verizon. | ||
| - | {{ ::lm_notifications01.png?500 |}} | + | {{::notificationaddressrar.jpg?700|}} |
| ===== Notifications for Users ===== | ===== Notifications for Users ===== | ||
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| * **Leads favorite a property** - Notification sent when an assigned lead adds a property to their list of favorites. | * **Leads favorite a property** - Notification sent when an assigned lead adds a property to their list of favorites. | ||
| * **Leads share a property via email** - Notification sent when an assigned lead shares a property using the share via email function on a property details page. | * **Leads share a property via email** - Notification sent when an assigned lead shares a property using the share via email function on a property details page. | ||
| - | * **Follow-up reminders** - Notification sent when the agent has scheduled a follow-up. | + | * **Follow-up reminders** - Notification sent when the user has scheduled a follow-up. |
| * **Daily follow-up reminders** - Notification sent on a daily basis, summarizing all scheduled follow-ups. | * **Daily follow-up reminders** - Notification sent on a daily basis, summarizing all scheduled follow-ups. | ||
| - | * **Idle lead reassignments** - Notification sent when a lead is reassigned to the user due to Idle Lead Reassignment settings. | + | * **Lead reassigned** - Notification sent when leads are reassigned. |
| + | * **Lender Assignments** - Notification sent when lenders are assigned leads | ||
| * **Potential Seller Leads** - Notification sent when a potential seller lead enters that specific database. | * **Potential Seller Leads** - Notification sent when a potential seller lead enters that specific database. | ||
| Line 56: | Line 58: | ||
| * **Users - Incoming text messages from leads** - Notification sent when a user receives an incoming text message from an assigned lead. | * **Users - Incoming text messages from leads** - Notification sent when a user receives an incoming text message from an assigned lead. | ||
| * **Users - Leads become active** - Notification sent when a user's assigned lead becomes active. | * **Users - Leads become active** - Notification sent when a user's assigned lead becomes active. | ||
| + | * **Users- Activity shared by another user** - Notification sent when an admin or another agent creates an activity on a lead's account | ||
| * **Users - Leads favorite a property** - Notification sent when a user's assigned lead adds a favorite property. | * **Users - Leads favorite a property** - Notification sent when a user's assigned lead adds a favorite property. | ||
| * **Users - Leads share a property via email** - Notification sent when a user's lead uses the share by email function. | * **Users - Leads share a property via email** - Notification sent when a user's lead uses the share by email function. | ||
| * **Users - Follow-up reminders** - Notification when a user has a scheduled follow-up. | * **Users - Follow-up reminders** - Notification when a user has a scheduled follow-up. | ||
| * **Users - Daily follow-up reminders** - Daily summary notification of agent's scheduled follow-ups. | * **Users - Daily follow-up reminders** - Daily summary notification of agent's scheduled follow-ups. | ||
| - | * **Users - Idle lead reassignments** - Notification when a lead is reassigned due to Idle Lead Reassignment. | + | * **Users - Lead reassigned** - Notification when a lead is reassigned due to Idle Lead Reassignment. |
| + | |||
| - | {{ ::lm_notifications03.png?500 |}} | + | {{ :user_notification_settings_updated.png?500 |}} |
| Don't forget to save after setting up your notification settings and notification emails! | Don't forget to save after setting up your notification settings and notification emails! | ||
notifications.1479497162.txt.gz · Last modified: 2016/11/18 19:26 by allie
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