1. Brivity Help Center
  2. Brivity CRM
  3. Getting Started with Brivity CRM

Setup Text & Email Lead Notifications

Respond to leads faster by making sure you're set up to receive text and email notifications.

Brivity-Help-ic WALK ME THROUGH IT 

 

Step 1: Click on your name and find AccountNavigate to the Personal Tab.

 

Routing Number

 

Step 2: Find & set the Routing Number (this is your actual mobile phone number).

 

Phone notifications 

 

Step 3: Scroll down to find Lead Notification Settings to ensure they are on. 

 

Noificaitons 

You should now be set up to receive lead notifications! Lead Notification emails will come from messages@brivity.com, and text notifications will come from (360) 526-8915.

*Note - if you are an account owner or administrator of a Brivity Platform account, you can set the Text Routing Number for all users at once from the Phone Settings page.

 

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Brivity GO App: Receiving new leads and changing the primary agent for a lead in Brivity GO also adds a timeline event and sends a lead transfer notification to the new agent. 

 

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