Overview:
This feature allows admins to configure system-level notifications that alert users to events such as new leads, assignments, rejections, and appointments. Navigate to More → Settings → Setup Lead Routing → Step 3: Activate Notifications to create or manage notifications.
Key Functionality:
Notification Types / Alerts
You can choose how alerts are delivered:Send Email – Sends an email to the user’s address in My Account
Show Modal – Displays a modal/popup inside the app
Show Notification – Displays under the “Notification Flag” by the user’s
Available Notification Events
Common events you can configure include:New Lead
Assigned Lead
Duplicate Lead
Rejected Lead
Email Sent Failed
Calendar Permissions, Requested Email Sent Opened, Appointment Reminder, Appointment Created, Bulk / Branch Assignments
User / Role Assignment & Override Settings
Assign notifications at Corporate or Branch level; toggles apply to all users under that level.
Optionally allow or deny user-level overrides.
Users (if allowed) can manage their own notifications via My Account.
How to Use This Feature:
Navigating to Add / Update Notifications
Go to More → Settings → Setup Lead Routing.
In Step 3: Activate Notifications, click Add New to create a notification.
Use toggle/sliders to enable or disable specific notification channels (Email, Modal, Notification).
Once you have your notification types created, you have the ability to allow certain Notifications to be managed by Users, and you also are allowed to modify the Users Notifications. It is entirely up to the organization if they decide to allow users to configure their own level of notifications.
Within the Notification Type you wish to assign users, select the Accounts next to the Pencil icon.
Customize Notifications
If you select any toggles under the Corporate or Branch level, all users under that level will share the same notification.
You can also allow a user to configure their own notifications (or deny any override) by selecting the appropriate option under Allow Override or Deny Override.
Settings
A user can manage their own notifications within My Account providing the account administrator allows for it.
Enable/Disable Notifications
Best Practices:
Configure core notification types (New Lead, Assigned, Rejected) first to cover your most critical alerts.
Use hierarchical assignment (Corporate / Branch) to ensure consistency across teams.
Allow or deny user-level overrides based on how much flexibility you want.
Train users on where to manage their own notifications in My Account (if enabled).
Troubleshooting:
Notifications aren’t firing / users not receiving alerts
→ Check that the event is enabled and the correct delivery channels (Email, Modal, Notification) are toggled.Users see the same notifications.
→ Review whether toggles were enabled at Corporate / Branch level and whether user overrides are allowed.User-level changes not saving or changing
→ Confirm that Allow Override was enabled for that notification type; otherwise user-level edits are blocked.Some notification types missing
→ Verify that the event type (e.g. Rejected Lead, Appointment Created) was included when creating or updating the Notifications.