Notifications

Why notifications matter

Notifications in SmartAsset OAT help you respond quickly to new leads and inbound messages. General Notifications cover all leads your company receives. Assigned Lead Notifications cover only the leads assigned to you.

Update your notification settings

1. Go to Settings > Notifications.

   

2. For each event, such as When a new lead comes in, turn Email me or Text me on or off.

Your changes save as soon as you flip a switch.

Text notifications need a forwarding number

For new texts and calls, Text me stays off until you add a number under Calls Forwarded To in Settings > Phone. Text notifications go to that number. Turning them on means you agree to receive them, and message and data rates apply.

What each section controls

General Notifications

These apply to all leads that you and your company receive.

• When a new lead comes in
• When a new text comes in

Only want alerts for your own leads?

Turn these off and use Assigned Lead Notifications instead.

Assigned Lead Notifications

These apply to leads specifically assigned to you.

• When a new lead comes in
• When a new text comes in
• When a lead calls me

Newsletter Notifications

This section has one Email me switch. Turn it on to get an email when:

• New newsletter drafts are ready for you to review
• A newsletter is still waiting on approval as its scheduled send date approaches
• A review of one of your newsletters is complete

For the newsletter review and approval workflow, see Getting Started with Newsletters.

Scheduled Meeting Notifications

These emails cover meetings SmartAsset schedules between you and your leads.

• Scheduled meeting reminders: an email on the day of the meeting
• Post-meeting feedback reminders: an email the day after, asking how the meeting went