All help topicsCustomers & Leads

How do I get a text message when someone contacts me?

You set this up in the SMS Alerts tab. In the left menu, under the Customers heading, click SMS Alerts.

  1. Turn on Text me new leads.
  2. Enter the phone number you want the text to go to. You can add more than one number if a couple of people should get it.

You can turn on email alerts on that same tab. Those have their own list of email addresses, so you decide who gets a text and who gets an email.

There's a Text coverage this week view that shows how many texts your plan includes and how many you've used, so you always know where you stand.

When you're done, send a test lead from your Dashboard to make sure the text actually reaches your phone.

Why this matters

A text on your phone means you hear about a new job even when you're out on a call. Fast answers win work.

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