Lead Activity Notifications are the alerts and daily reports sent to you about your leads. Each User sets their own, on the Lead Activity Notifications page.
- Notifications are instant alerts sent to you when something happens.
- Daily Reports that summarize lead activity can be sent to your email.
Notifications
A selection of notifications are available for you to choose from. You may receive all or none of these. Each one can be sent by Email, by SMS text, or both. SMS needs a mobile number in your Personal Profile, and is sent from 720-536-0933.
Notifications are set up as part of your CRM Settings.
In your Buying Buddy dashboard, go to Lead Activity Notifications
(Or, from your Personal Profile, click "Notification and Alert Settings" above the tabs.)
Notification Preferences
On the Alerts / Notifications tab, choose Email and/or SMS for each event listed under "When This Happens (Trigger)", then click Save. The events include a new lead, a lead assigned to you, lead logins, saved properties and searches, requests for information or a showing, form submissions, and replies to your emails.
Webhooks are set up on the Integrations page. The "Integrations Webhook" column shows which notifications are already sent to a connected integration. For Webhooks, see Webhooks Setup Guide.
Daily Reports
To set up your choices for Daily Reports, open the Daily Reports tab on the same page.
Daily Reports are set up as part of your personal Profile
There are 3 reports to choose from - New-Listing Alerts, Campaign Alerts and Hot Leads Report - and Tasks Due is always included. All the reports you choose arrive in one email each day.
