Notifications Settings

The Notifications page lets you choose who receives key builder alerts by email and text message.

How to access Notifications

1. Open your builder workspace.

2. Go to Settings.

3. Select Notifications.

Configure Daily Projected Close Alert

1. Turn on Daily Projected Close Alert with the toggle in the card header.

2. In the recipients grid, check Email and/or Text for each person.

3. Click Save in the page header.

If a user does not have an email address or phone number, that checkbox is disabled.

Configure Daily Report

1. Turn on Daily Report with the toggle in the card header.

2. In the recipients grid, check Text for each person who should receive the report.

3. Click Save in the page header.

Tips

• The Save button is disabled until you make a change.

• When a card is turned off, its recipient table is hidden.

• You can re-open this guide anytime from the Learn more link on the Notifications page.