This guide explains how to manage your notification settings in LeadCenter.ai, including the difference between system notifications and account notifications, how to customize or disable certain alerts, and how to add or remove recipients from notification lists.

1. Types of Notifications

LeadCenter.ai provides two primary types of notifications:

1. System Notifications

These are automatic notifications sent by the system to keep users informed about critical updates.
System notifications include:

• Lead ownership changes
• Task ownership changes
• Task updates
• Appointment bookings, updates, and cancellations
• Appointment reminders (sent 20 minutes before meetings)

Note: System notifications cannot be disabled or modified. For example, when a lead is assigned to you, you’ll always receive an email alert automatically.

2. Account Notifications

These notifications are configurable. You can enable, disable, or modify who receives them based on your organization’s preferences.

2. Accessing Notification Settings

To configure your notification preferences:

1. Click your name in the upper-right corner of the screen.
2. Select Settings.
3. Under Basic Settings, scroll to and click Notification Settings.

This opens the Notification Settings Page, where you can view all available notifications and manage recipients for each one.

3. Types of Configurable Account Notifications

You can set up notifications for various lead and communication events. Some of the most common include:

• Daily Updates – A summary of all leads added to the system in the previous day, sent automatically at 8:00 a.m.
• Weekly Updates – A report summarizing all leads received in the past week.
• Monthly Updates – A report summarizing leads added in the previous month.
• Call Transcription Alerts – Notifications when a call transcription is completed.
• Redtail Push Notifications – Alerts when leads are pushed to Redtail CRM.
• SMS Notifications – Notifications for messages sent to or received from clients or prospects.
• Event Registration Notifications – Alerts when someone registers for an event.
• Financial Questionnaire Submissions – Notifications when a contact submits their financial questionnaire.

4. Adding or Removing Recipients

Each notification type includes a box where you can specify which users or email addresses should receive updates.

To Add a Recipient:

1. Locate the notification you want to configure.
2. Type the email address (for example, support+10@leadcenter.ai).
3. Click Add.

The new recipient will now receive emails for that specific notification.

To Remove a Recipient:

1. Find the notification type.
2. Locate the email address you want to remove.
3. Click the X next to it to delete the recipient.

5. Enabling or Disabling Notifications

To control whether a notification is active:

• Use the blue toggle switch next to each notification.
• When toggled on, the notification is active and will be sent to listed recipients.
• When toggled off, the notification is disabled and will not be sent.

For example, if you disable the Daily Update, the system will stop sending daily lead summaries until you re-enable it.

6. Summary

By properly configuring your notification settings in LeadCenter.ai, you can ensure that you—and your team—stay informed about essential updates while avoiding unnecessary emails.

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