Getting Started with Brivity CRM
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      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 Account. Navigate 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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