Overview
Effective communication is essential when managing incoming leads. By modifying text notification settings, you can ensure the right team members are promptly alerted whenever a new lead is assigned. This article will guide you through:
Adding or removing Truck Pros from receiving text notifications
Adding a cell phone number if one is missing
Troubleshooting common issues with text alerts
Properly configuring these settings helps your team stay informed, respond quickly, and maintain high productivity.
Before We Get Started
This article refers to actions only accessible by Truck Pros with Sales Manager access.
Steps to Modify Text Notification Settings
Step 1: Access Tools Menu and Truck Pro Management Page
Once logged into your account, open the Tools menu and click on Truck Pro Management.
Step 2: Find the Truck Pro
Once you are on the Truck Pro Management page, you can view and manage current Truck Pros including seeing who is currently receiving text notifications.
Locate and click on the row for the Truck Pro whose text notifications you wish to update.
In the example above, Sammy Sales is currently marked as No under the “Accepting Text” column despite being marked as Yes under the “In Rotation” column. This means while she will still receive email notifications when a lead is assigned, she will not be notified by text unless this setting is updated.
Step 3: View Truck Pro’s profile
Click on the Truck Pro's name, this will open a drop-down containing the profile of that Truck Pro, where you can make modifications for text notifications.
Step 4: Adding a Cell Phone Number and Adding/Removing Text Notifications
Before proceeding, confirm that the Truck Pro has a valid cell phone number listed if you are wanting to add text notification to this Truck Pro.
If their number is already listed, skip to Adding Text Notifications for a Truck Pro.
If they do not have a number listed, it will be reflected in all red stating “No Cell Phone.” View the How to Add Cell Phone Number drop-down below for more guidance!
How to Add Cell Phone Number
How to Add Cell Phone Number
Locate the Cell Phone section in the Truck Pro’s profile. If missing, it will display “No Cell Phone” in red.
Click No Cell Phone to open the pop-up window.
Enter the Truck Pro’s cell number and click the checkmark to save your changes.
Note: Truck Pros can also add their own number through their profile.
Once a cell number is added, you can proceed to enable text notifications.
Adding Text Notifications for a Truck Pro
Adding Text Notifications for a Truck Pro
Find the Accepting Texts setting, seen in the green rectangle below, and click the “Not Accepting Texts” line which will open a small pop-up window.
Check "Yes":
In the pop-up window, you will want to check "Yes” to reflect that you want this Truck Pro to receive text notifications for leads.
Once you've made the necessary adjustments, click the checkmark to confirm.
Removing a Truck Pro from Receiving Text Notifications
Removing a Truck Pro from Receiving Text Notifications
Find the Accepting Texts setting, seen in the green rectangle below, and click the “Accepting Texts” line which will open a small pop-up window.
Uncheck "Yes":
In the pop-up window, you will want to uncheck "Yes” to reflect that you no longer want this Truck Pro to receive text notifications for leads.
Once you've made the necessary adjustments, be sure to save the new settings by clicking the checkmark to confirm the changes. This will ensure the Truck Pro will no longer receive text notifications for leads.
Troubleshooting Tips
Missing Phone Number: If the Truck Pro’s cell phone number is not listed, text notifications will not be sent. Ensure the correct number is entered if you want to enable text alerts.
Not Receiving Texts: If the Truck Pro is not receiving texts despite the settings being updated, double-check that the “Accepting Texts” box is checked and that their phone number is entered correctly.
Recommended Articles to Review
Accepting and Assigning a Lead
Managing Lead Alert Schedules
Conclusion
By following these simple steps, you can easily manage text notifications for your team. Whether adding or removing a team member from receiving text alerts, this feature ensures that your team can stay informed and respond quickly to new leads.