Notifications

Modified on Tue, 12 Sep, 2023 at 3:51 PM


Navigate to:

1. Overview

2. In-app notifications

3. Phone notifications


1. Overview



2. In-app notifications


To view in-app notifications, tap the 'Bell' icon on the bottom navigation bar in the Sales Agent App.


Idle leads:

These notifications indicate the number of leads on which there hasn't been any activity for the last 24 hours, and no future events are scheduled as well.


Outdated events:

This indicates the number of leads who have events in the past that haven't been updated.


Leads transfer:

This indicates the number of transferred leads. In single lead transfer, the 'View Lead' CTA will redirect you to the lead details page. You will not get any CTA in case of multiple lead transfers.


Leads upload:

This indicates the number of uploaded leads.


Post a lead:

You will be notified when you create a lead or assign the lead. There will be a 'View Lead CTA' that will redirect you to the lead details page.




3. Phone Notifications


Every agent receives phone notifications related to leads, calls, bookings, events, & reminders through Sales Agent App.



Sales agents will get the following notifications:

- New inquiry

- Fresh leads

- Syncing agent leads (when agents log in to the sales app for the 1st time)

- Lead flow status update

- Lead status changed

- Lead CSV upload status

- Leads removed

- Leads patched out to you from the call center

- Leads assigned to you

- Leads pushed to CC because of inactivity

- Incoming masked call

- Missed call

- Booking made from the dashboard on your name

- Booking status update

- Outdated events on claimed leads


For any support on our products, please reach out to [email protected]


For any feedback, please reach out to [email protected]

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