Setting Up Lead Alerts
Get notified instantly when leads matching your criteria appear.
Accessing Alerts
Desktop
- Go to Leads > Alerts
- Full alert management
- Create and configure
Mobile
- Tap Leads > Alerts
- List of alerts
- Quick toggle on/off
Desktop Alerts View
Alert List
- Table of all alerts
- Status indicators
- Quick actions
- Create button
Alert Details
- Filter configuration
- Notification settings
- History of triggers
Mobile Alerts View
Alert Cards
- Scrollable list
- Status badges
- Toggle switches
Creating Alerts
- Step-by-step wizard
- Optimized for touch
Creating an Alert
Desktop
- Click Create Alert
- Name your alert
- Configure filters:
- Lead mode
- Age tier
- Property type
- Price range
- Set notification method
- Click Save
Mobile
- Tap + button
- Enter alert name
- Select filters (pickers)
- Choose notification type
- Tap Create
Filter Options
Lead Mode
- Mortgage leads
- Agent leads
Age Tier
- Hot only
- Hot and warm
- All tiers
Property Filters
- Property type
- Loan type
- Location
- Price range
Notification Methods
- Instant email alerts
- Digest options
Push
- Mobile push notifications
- Desktop browser notifications
Platform
- In-app notification
- Bell icon badge
All
- All methods combined
Managing Alerts
Toggle On/Off
Desktop:
- Click toggle switch
- Instant activation
Mobile:
- Tap toggle
- Confirmation if needed
Editing
Desktop:
- Click alert row
- Edit in side panel
- Save changes
Mobile:
- Tap alert card
- Full-screen editor
- Tap Save
Deleting
Desktop:
- Click delete icon
- Confirm removal
Mobile:
- Swipe left
- Tap Delete
- Confirm
