Manage notifications and settings

Platform: ResiCRM · For: Sales, Executive Director, Regional Sales Director, Organization Admin

Settings holds your reminders, sales defaults, shortcuts and exports. Go to Settings under Administration.

Choose your reminders

1. Open the My settings tab.
2. Under In-app notifications, turn on or off A task is due, A lead is assigned to me, A lead needs first contact and Staycation reminders.
3. Choose Save preferences.

Reminders appear in the bell at the top of the menu, or the top of the screen on a phone. Nothing is emailed or texted. Choose Mark all read to clear them.

Update your name, photo or password

1. On My settings, choose Open account settings.
2. Make your changes there. These details are the same across every Resi product.

Set lead response targets

Organization Admins can edit this. Regional Sales Directors can view it.

1. Open the Sales defaults tab.
2. Set First response target (hours) and Gone quiet after (days).
3. Turn Lead grade suggestions on or off.
4. Choose Save organization settings.

Export data

Leaders see a Data tab.

1. Open Data.
2. Choose an export: Prospects, Leads, Activities or Resident census.

Good to know

• Exports include only the communities you can access. Each one is recorded in the audit log.
• The Prospects export leaves out financial and health details.
• Lists & catalogs links to lead sources, referral partners and marketing prep checklists.
• Organization Admins and Regional Sales Directors can open Audit Log to review changes, access and administrative actions.

If something goes wrong

If an export says it could not be recorded in the audit log, it was not downloaded. Try again.

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.