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notifications [2016/11/18 19:10] allie [Enabling Notifications] |
notifications [2019/06/14 16:27] brittany [Notification Addresses] |
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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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===== Notification Addresses ===== | ===== Notification Addresses ===== | ||
- | There are three separate notification addresses that can be set up in an agent's profile: | + | There are three separate notification addresses that can be set up in a user's profile: |
* **Notification Email Address** - Primary notification address, usually matches the login email. | * **Notification Email Address** - Primary notification address, usually matches the login email. | ||
* **Alternate Emails** - Alternate notification addresses. Can have multiple addresses, separated by a comma. | * **Alternate Emails** - Alternate notification addresses. Can have multiple addresses, separated by a comma. | ||
* **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 Agents ===== | + | ===== Notifications for Users ===== |
- | Here are the notifications available to agents. These are all notifications as they pertain to leads that are assigned to the specific agent. | + | Here are the notifications available to users. These are all notifications as they pertain to leads that are assigned to the specific user. |
- | * **New leads*** - Notification sent when a new lead is assigned to the agent. | + | * **New leads*** - Notification sent when a new lead is assigned to the user. |
* **Seller Leads valuation inquiry** - Notification sent when an assigned lead completes the property valuation form. | * **Seller Leads valuation inquiry** - Notification sent when an assigned lead completes the property valuation form. | ||
* **Incoming emails from leads** - Notification sent when an assigned lead writes an email and the Lead Manager receives it. | * **Incoming emails from leads** - Notification sent when an assigned lead writes an email and the Lead Manager receives it. | ||
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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 agent 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. | ||
*Leads reassigned in bulk do not trigger New Lead notifications. | *Leads reassigned in bulk do not trigger New Lead notifications. | ||
- | {{ ::lm_notifications02.png?500 |}} | + | {{ :lead_manager_notifications_updated.png?500 |}} |
===== Notifications for Team Leaders and Administrators ===== | ===== Notifications for Team Leaders and Administrators ===== | ||
- | Team Leaders and Administrators have access to a second set of notifications. These notifications are labeled with the category of Agents and pertain to activities relating to the entire company, not just leads that are assigned to you. | + | Team Leaders and Administrators have access to a second set of notifications. These notifications are labeled with the category of Users and pertain to activities relating to the entire company, not just leads that are assigned to you. |
- | * **Agents - Outgoing emails to leads** - Notification sent when an agent sends an outgoing email out of the Lead Manager. | + | * **Users - Outgoing emails to leads** - Notification sent when a user sends an outgoing email out of the Lead Manager. |
- | * **Agents - Activities** - Notification sent when an agent logs an activity on a lead's activity feed. | + | * **Users - Activities** - Notification sent when a user logs an activity on a lead's activity feed. |
- | * **Agents - New Leads** - Notification sent when an agent is assigned a new lead. | + | * **Users - New Leads** - Notification sent when a user is assigned a new lead. |
- | * **Agents - Seller Leads valuation inquiry** - Notification sent when an agent's assigned lead completes a Property Valuation form. | + | * **Users - Seller Leads valuation inquiry** - Notification sent when a user's assigned lead completes a Property Valuation form. |
- | * **Agents - Incoming emails from leads** - Notification sent when an agent receives an incoming email from an assigned lead. | + | * **Users - Incoming emails from leads** - Notification sent when a user receives an incoming email from an assigned lead. |
- | * **Agents - Incoming text messages from leads** - Notification sent when an agent 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. |
- | * **Agents - Leads become active** - Notification sent when an agent's assigned lead becomes active. | + | * **Users - Leads become active** - Notification sent when a user's assigned lead becomes active. |
- | * **Agents - Leads favorite a property** - Notification sent when an agent's assigned lead adds a favorite property. | + | * **Users- Activity shared by another user** - Notification sent when an admin or another agent creates an activity on a lead's account |
- | * **Agents - Leads share a property via email** - Notification sent when an agent's lead uses the share by email function. | + | * **Users - Leads favorite a property** - Notification sent when a user's assigned lead adds a favorite property. |
- | * **Agents - Follow-up reminders** - Notification when an agent has a scheduled follow-up. | + | * **Users - Leads share a property via email** - Notification sent when a user's lead uses the share by email function. |
- | * **Agents - Daily follow-up reminders** - Daily summary notification of agent's scheduled follow-ups. | + | * **Users - Follow-up reminders** - Notification when a user has a scheduled follow-up. |
- | * **Agents - Idle lead reassignments** - Notification when a lead is reassigned due to Idle Lead Reassignment. | + | * **Users - Daily follow-up reminders** - Daily summary notification of agent's scheduled follow-ups. |
+ | * **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! |