When a new referral is matched to your company, it’s critical that your notifications and business hours are set up correctly so you can respond fast and maximize your chances of booking the job.
Baton has default notification and contact settings for every account — but it’s important to review and update them so they match your team’s workflow, the right people are alerted, and your hours are correct for the right time zone.
1) When and How You’re Notified 🔔
Per Referral accounts
Notified immediately when a referral is issued — even if the customer is already speaking with you (such as during a warm transfer).
Email notifications for transfers will note when the caller was forwarded live.
You can choose to disable notifications for referrals that are transferred directly, so you’ll only get alerts for those not connected live.
Per Call accounts
Notified only after a completed, qualified call connects to you through the forwarding number assigned to your contact number.
Calls trigger your default notification settings (email/SMS/webhook) after the connection is made.
2) Notification Channels 🛎️
By default, Baton sends real-time alerts through:
Email – sent to your designated company contact email
SMS/Text – instant alert to your mobile device
Webhook/API – pushes referral data directly to your CRM or workflow tool
You can adjust or add contacts in My Company > Contact.
3) Assigning Notifications by Service Area 🗺️
If you want different teams or contacts to be notified for different services or regions:
Go to My Company > Service Areas
Click the Service Area you want to update
Add or edit the phone numbers/emails for that area
This ensures the right people are alerted for the right jobs.
4) What’s in a Notification 📣
Each alert includes:
Customer name and contact info
Service type requested
ZIP code
Who referred them to you
Notes or call details (including transfer info when applicable)
5) Common Setup Issues 🔧
If you’re not receiving notifications:
Confirm your notification contact details are correct in My Company > Notifications
If using webhooks, ensure your endpoint is active and working
Confirm that Baton email addresses with root domains baton.app or batonleads.com are not blocked or marked as spam by your email provider
Ensure that Baton’s SMS Customer Support number 801-669-8059 is saved as a contact in your phone so it’s not silenced or marked as spam
Need help configuring notifications, disabling transfer alerts, or confirming your business hours?
Contact client.success@batonleads.com or 📞 801-669-8059.