Notifications

Notifications

Always be in the know.

The Income Calculator app notifies the team of recent customer interactions through CRM/ILM integration, email, and dashboard notifications. Configure automated emails to be sent to customers and introduce the team.

CRM, LMS, or ILM Lead Notifications

  1. Log in to the platform.
  2. Scroll down to and click the Company tab in the navigation menu, then click CRM Configuration.
  3. The CRM Configurations screens opens in the main window.
  4. Click the Create a New CRM Configuration button at the top of the page. 
  5. The CRM Configuration Details form expands.
  6. Enter a common name used to refer to the CRM/ILM in the Name field. 
  7. Click the drop-down arrow in the CRM Type field and choose the CRM in use by the company. If the CRM is not listed, please contact the support team for assistance.
  8. Complete all fields that displayed after choosing the associated CRM using the CRM Integration document associated with the company's CRM. 
  9. Click Save changes.
  10. On the side menu, click Settings.
  11. The Company Details screen opens.
  12. Click the Edit button at the bottom of the screen.
  13. Scroll down to Notification Settings.
  14. Click the drop-down arrow in the CRM Configuration field and choose the newly created CRM configuration.
  15. Click Save. 
  16. Lead details will now begin getting delivered in plain text format to the company's CRM. These often appear as guest cards. To override this setting for specific apps or offers, see the How to Override the Default Email Address or CRM that Receives Notifications of New Leads section.



Email Lead Notifications

  1. Log in to the platform.
  2. Scroll down to and click the Company tab in the navigation menu, then click Settings.
  3. The Company Details screens opens in the main window.
  4. Click the Edit button on the bottom of the page.
  5. Scroll down to Notification Settings. 
  6. In the HTML Lead Notification Emails field, enter the email addresses of all users who should receive an email any time a customer completes a lead detail form. Separate each email address with a comma.
  7. In the Weekly Lead Summary Emails field, enter the email addresses of all users who should receive a weekly summary indicating which customers submitted lead detail forms for each application. Weekly Lead Summary emails are sent on Mondays and include information from the past week, Monday to Monday. To override this setting for specific apps or offers, see the How to Override the Default Email Address or CRM that Receives Notifications of New Leads section.
  8. Click Save.



Edit and Preview a Confirmation Email

  1. Log in to the platform.
  2. Scroll down to and click the Company tab in the navigation menu, then click Email Templates.
  3. The App Email Templates screen opens in the main window.
  4. Scroll to and locate the email template that reflects the Schedule Genie confirmation email to be reviewed.
  5. Click on the pencil icon to the right of the title to open the email editor screen.
  6. The email preview appears to the right of the text fields.
  7. To edit the confirmation email or send a test email, review the Create & Modify App Email Templates article.




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