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Getting Started

Set up notifications

Choose how you are alerted about new leads and leads that need you.

Last updated October 3, 2026

Overview

The bell in the header shows recent notifications, such as new leads or conversations that need a person.

On the Notifications settings page you can choose which events alert you and whether alerts arrive by email or text message. Text alerts go to phone numbers you add and confirm there.

Read your Dashboard and setup statusWhat the Dashboard shows and how to finish any setup items that remain.Complete onboardingThe five onboarding steps: Business, Texting number, Payment, Verification and Finish.Fill in the Business stepHow to enter your business details, address and time zone during onboarding.