How do I receive a text or email alert when a lead assessment is completed?

Here’s how to receive a text or email alert when a lead assessment is completed, starting from your Dashboard. Step-by-step instructions are below:

 

Step-by-Step Guide:

Step 1: Click on your profile and select “Notification Settings” from the drop-down menu.

 

Step 2: Check the “Lead Assessment Completed Text” and/or the “Lead Assessment Completed Email” boxes.

Scroll down and click on the “Save Changes” button.

 

Now you can receive a text or email alert when a lead assessment is completed!

Updated on October 30, 2020

Was this article helpful?

Related Articles

Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!
Contact Support

Leave a Comment