11. Notify

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

The Notify module empowers brokers to communicate with clients through the CRM by sending out notifications. Brokers have the flexibility to choose between email notifications or pop-up notifications to reach their clients effectively. This feature enhances communication channels, enabling brokers to provide timely updates, important announcements, or relevant information to their clients, ensuring a seamless and efficient communication process.

Brokers will be able to switch between Email and Popup notifications via the side bar.