Notifications
Set up email, SMS, and push notifications for new leads, client activity, task reminders, and system updates. Customize notification preferences to never miss important real estate opportunities.
Overview
Control when and how you're notified about important events - new leads, upcoming tasks, transaction milestones, and team activity.
Notification Channels
Email: Detailed notifications with full context SMS: Brief alerts for urgent items Push: Browser/mobile app notifications In-App: Bell icon notifications within platform
Lead Notifications
New Lead (High Priority):
- Instant email + SMS
- Sound alert (desktop)
- Push notification
Property Inquiry: Instant email Form Submission: Instant email Lead Assigned to You: Instant notification
Task & Calendar
Task Due Soon: Email 24hrs before Task Overdue: Daily reminder Calendar Event: 15min before (push + email) Meeting Reminder: 1hr and 15min before
Transaction Alerts
New Transaction: Instant notification Milestone Approaching: 3 days before Document Uploaded: In-app notification Status Change: Instant email
Team Notifications
Mentioned in Note: Instant Assigned Contact: Instant Team Member Reply: In-app Lead Routed to You: Instant
Quiet Hours
Set Do Not Disturb:
- 9PM - 8AM (no SMS/push)
- Weekends (optional)
- Email notifications still deliver (check when ready)
Notification Preferences
Custom Rules:
- Hot leads only (SMS)
- VIP contacts only (push)
- High-value transactions (all channels)
Quick Reference
| Event | Recommended Channel |
|---|---|
| New Lead | Email + SMS |
| Task Due | Email only |
| Transaction Update | |
| Team Mention | Push + in-app |
| Milestone | Email 3 days before |
Quick Win: Enable SMS for new leads only. You'll never miss a hot inquiry, but won't be overwhelmed with alerts.
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