Introduction
You can choose which partner notifications you receive for new leads, helping you stay focused on the relationships that matter most. This article explains how to update your notification preferences in your user settings.
Steps
Go to Settings
In the left-hand sidebar, click Settings.Open User Settings
From the drop-down menu, select User Settings.Navigate to Notifications
Within your user settings, open the Notifications tab.Find the New Lead Notifications section
Scroll down until you see New Lead Notifications.Customize your preferences
To receive email alerts only for specific partners, toggle off all other partners.
To receive notifications for multiple partners, keep those toggles on.
To fully turn off all new lead email notifications, toggle every partner off.
You can update these settings at any time.
Tips
You can adjust your preferences anytime if your partner list or priorities change.
If you stop receiving notifications unexpectedly, double-check that your desired partners are toggled on under New Lead Notifications.