You set this up in the SMS Alerts tab. In the left menu, under the Customers heading, click SMS Alerts.
- Turn on Text me new leads.
- 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.
Related questions
Can't find your answer?
Ask a real person. Tell us what you were trying to do and we'll sort it out with you.