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📲 How to Receive CRM Text Notifications on Your Phone

Learn how to set your settings so you receive a text any time a customer messages your CRM's phone number

  1. ⚙️ Go to Staff Settings
    Navigate to Settings → My Staff.

  2. ✏️ Edit your staff profile
    Click the pencil icon next to your name.

  3. 🔔 Open Notification Settings
    Head over to the Notification Settings tab.

  4. 📱 Enable SMS notifications
    Turn on SMS notifications for:

    • All New Conversations and Messages

  5. 💬 Receive customer message alerts
    With these enabled, you’ll receive a text message anytime a customer replies to a conversation inside your CRM.

  6. 💾 Save your changes
    Click Save to apply your notification settings.

💡 Pro Tip
These notifications can be sent to your personal phone or a third-party business phone number, making it easy to stay updated on customer replies even when you’re away from the CRM.

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