The Agency Wizard Step 2 lets you set up the notification alerts for your agency. In this wizard, you can either add the email address only or both email and mobile that will receive the notifications. As an added feature, you can also choose a schedule for your agency SMS alerts from the Mobile Notifications Times section.


Complete the following steps to set up your Agency Notifications:


Step 1. On this step, you can set up your notifications every time there is a lead from your landing pages.




Step 2. These notifications can be sent to either email or mobile phone, so you can immediately follow up with those leads.




Step 3. You can also decide how often and when you want to receive those alerts.

You can have the mobile notification enabled to the days of your choice and the time frame you want for your Mobile Notifications.



Step 4. Once you are done, click Next.


Related Articles:

Agency Integration Settings
Agency Settings: Branding
Agency Settings: White Label
Agency Settings: User Setup
Agency Settings: My Templates
Agency Settings: Notifications