Settings
You can access your User Settings by navigating to the top-right corner of your screen and selecting the User Settings link. This will be located underneath your Username and next to the Logout button.
Email Signature
You can craft, save, and update your email signature in this box.
User Preferences
You can update your user preferences for certain features in the system.
- Copy Me On Any Emails I Send - This setting ensures that all outbound emails sent from your user account in the system will send a copied response to your personal email inbox. This allows you to track the email correspondence in a separate location.
- Forward Lead Calls to Cell - This feature ensures that all phone calls from leads assigned to you will be transferred directly to your inputted cell phone number if the lead were to call the number assigned to your account.
- **Email Push Notifications ** - This setting will send email you a copy of the push notifications that are set up in the User Notification setting.
- Outbound Calls Phone -
Updating Notifications
You can update how you'd like the system to notify by scrolling down on the User Settings page until you see a box on the right-hand side of the screen. It should look like,
By default, all the notifications are selected. You have the option of setting up either -
- Push Notifications, which refer to notifications sent to your phone via the mobile app.
- Email Notifications, which refer to notifications sent to your email address attached to your user account.
You can customize which notifications you'd like to receive by navigating to the item in question and selecting Push, Email, or keeping both activated.