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

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes