Summary:
This lesson highlights how to configure your notification preferences within the Notary Success CRM to stay informed about new appointments and other CRM activities. Here's a overview and key takeaways:
Steps to Manage Notifications:
Access Notifications Settings: Navigate to 'My Profile' under 'Settings', then click on the 'Notifications' tab on the top.
Select Notification Types: Choose how you'd like to receive notifications (email, SMS-text, or in-app CRM) for various CRM activities like appointments, conversations, and tasks.
Save Your Preferences: After adjusting your notification settings, make sure to hit 'Save' to apply changes.
Key Takeaways:
Customizable Alerts: Tailor notification settings to suit your preferences, ensuring you're alerted in the most convenient way for you.
Stay Informed: Receive timely updates about new appointments, ensuring you're always prepared and never miss a booking.
Control Over Notifications: Flexibility to turn off or on specific notifications, allowing you to manage the flow of information effectively.
By setting up your notification preferences, you'll enhance your CRM experience by receiving timely and relevant alerts, helping you stay organized and responsive to your clients' needs.
