User Preferences

1. How to access User Preferences

Click on the icon in the top right hand corner and select "User Preferences"

2. Receiving Email

This indicates where to send email notifications for new leads

3. Cell Number

This indicates where to send text notifications for new leads. This is also the number that Twilio will forward SMS responses to

4. Email Notifications

This is for internal notifications such as when a lead is transferred to you

5. SMS Message Alert

Another internal notification option such as when a lead is transferred to you

6. Email Tracking

This will allow you to see the status of your sent emails such as sent, delivered, opened

7. CC Email for New Lead Alerts

If you would like a secondary email to also receive email notifications when a new lead registers

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