Choose which notifications and emails you get

You shouldn't have to keep checking the app. Choose what TradeCRM tells you about.

1. Click Settings in the left-hand menu, then the Notifications tab.

2. Tick the things you want to hear about (see below).

3. Press Save.

Your options

• New high-priority lead: a good new enquiry has arrived.
• Customer reply: a customer wrote back.
• Daily summary: every morning at 8am (UK time), how many new leads came in over the last 24 hours and how many need attention. Nothing is sent on days with nothing to report.
• Add a to-do when a customer's reply needs action: see Create and manage to-dos.
• Tips and reminders during your free trial: a few short emails on getting started.