How to Setup Notifications on Mobile

Never let a lead go cold. By configuring your notification settings, you can receive daily reminders and task alerts at the exact time that works for your schedule.

How to Configure Alerts:

1. Navigate to Profile & Settings from the main Menu.
2. Tap Notifications.
3. Toggle Allow Notifications to the "On" position.
4. Daily Follow-Up Reminders: Enable this to receive a morning digest. Tap the Time (e.g., 7:15 AM) to select a new delivery time and hit Select.
5. Task & Event Reminders: Toggle these on to receive alerts for specific To-Dos and Calendar appointments.

Video Walkthrough