contracted email
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I booked a lead on the back end, they payed the deposit, I send them the contract and they signed it but I didnt get an email of the order once it was confirmed. Where do I turn this on so I can make sure to see this when a customer book or I book on the back end?
The same question
I believe you should get an IO notification about it being confirmed - set that up in preferences - but you can also check in your status bar it should change colors based on how you have it set up - so visually mine change from orange to green when deposit is paid and money is recieved. That's done is the settings under lead status - change your colors in there and add different statuses if you like.
I believe you should get an IO notification about it being confirmed - set that up in preferences - but you can also check in your status bar it should change colors based on how you have it set up - so visually mine change from orange to green when deposit is paid and money is recieved. That's done is the settings under lead status - change your colors in there and add different statuses if you like.
Settings>Alerts.
Here' youll find all the possible emails IO automatically offers to send you when an 'event' happens. For those that aren't available, create a custom automation.
Settings>Alerts.
Here' youll find all the possible emails IO automatically offers to send you when an 'event' happens. For those that aren't available, create a custom automation.
Yes check out "Alerts" to be sure you have the correct ones turned on so you know when a customer signs and pays
Yes check out "Alerts" to be sure you have the correct ones turned on so you know when a customer signs and pays
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