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!