InsuredMine CRM | Optimize and Grow Your Insurance Agency

Incoming Text Notification forward to email

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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