How to Manage Email Notifications in Housing Market CRM
Tutorial 71 of 181 · 35 s
Notification preferences in Housing Market CRM let you decide, event by event, how you hear about what happens in your account. For each event — for example a new lead arriving or a lead being assigned to you — you choose where the notification goes (in the CRM and by email, in the CRM only, by email only, or not at all) and how often (as it happens, in a daily summary, or never). This tutorial opens the preferences from Settings, changes two events and shows that every change is saved immediately.
In this tutorial you will learn
- Where Notification preferences are
- The four delivery options
- The difference between instant alerts and a daily summary
- That changes save as you make them
Follow along: the steps
- Open your Housing Market CRM account.
- Click the Settings icon at the top.
- Choose Notification preferences.
- For each event, choose where it reaches you…
- …for example CRM and email.
- Then choose how often: as it happens or a daily summary.
- Changes are saved as you make them.
- Emails use the language you use the CRM in.