/
Turn on Referral notifications

Turn on Referral notifications

You can receive an email and a web notification every time one of your projects receives a new referral through one of your external Referral Links.

Steps

  1. Select More in the top menu

  2. A dropdown menu appears

  3. Choose Settings

  4. You arrive on your Personal Settings page. in the Basic Info tab

  5. Select the Email and Web Notifications tab

  6. Scroll down to the setting called “Send emails when an external referral is received by one of my projects (creating a new contact)”

  7. Tick the checkbox if it is not already ticked

  8. Press the Save Settings button

  9. You return to your Homepage and will now receive notifications every time one of your projects receives a new referral.

Related content

Receive notifications of new referrals
Receive notifications of new referrals
More like this
Automate Your Referrals
Automate Your Referrals
More like this
Turn on Referral Tracking
Turn on Referral Tracking
More like this
Record who a referral came from
Record who a referral came from
More like this
Create an Automation
Create an Automation
More like this
Notifications
Notifications
More like this