incoming message Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 13:33:57 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico incoming message Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Incoming Text Notification forward to email https://www.insuredmine.com/knowledge-base/incoming-text-notification-forward-to-email/ Tue, 15 Aug 2023 17:47:53 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21525 You can set notifications for incoming text messages for a particular email id.   Note: Only Admin can set this notification   To view the enhancement:   Navigate to Pipelines Click on the three-dots icon and select Pipeline Settings /*! elementor – v3.14.0 – 26-06-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Click Notification Settings Slide […]

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You can set notifications for incoming text messages for a particular email id. 

 

Note: Only Admin can set this notification

 

To view the enhancement:

 

  • Navigate to Pipelines

  • Click on the three-dots icon and select Pipeline Settings

  • Click Notification Settings

  • Slide to enable the Incoming Text Notification

  • You can either select to notify the agent via email or can set an email address for the text notification.

  • Click on save

  • You will get a confirmation message saying:
  • Navigate to text message and send a message to any of your contacts
  • You will receive an email notification on both, incoming and outgoing text messages

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