Settings · Alerts
What alerts can I turn on or off, one by one?
ComputerOpen Settings, then Alerts and Your updates. Customer follow-ups is below.
PhoneOpen Settings, then Alerts and Your updates. Customer follow-ups is below.
Money covers new and at-risk customers and expiring agreements. Tax & compliance covers quarterly deadlines and 1099 thresholds. Goals & reviews covers revenue check-ins and Google reviews. Quote follow-ups emails customers around day 3 and day 7 while a quote awaits their response. Each preference is independent.