How to Edit Notification Emails

You choose who on your team gets emails from us about leads, billing and your account. You can change this yourself in the Geek Dashboard.

Want leads sent into your CRM, like LeadSimple? That is on the Integrations tab now. See How do I get Geek leads sent into my CRM?

How to add a person

1. In the left menu, click Settings. The Notifications tab opens.

2. Click Add a person.

3. Enter their email and name.

4. Under Gets, click each type of email they should get: Lead, Billing or Account.

5. Under Markets, pick All markets or Chosen markets. All markets also includes markets you add later.

6. Click Save.

How to change or remove a person

Each person on the list has three buttons:

• Send test sends them a test email, so you can check it arrives.
• Edit changes which emails and markets they get.
• Remove stops all emails to them.