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What notifications will I receive from the PERQ CRM? When should I expect them?
What notifications will I receive from the PERQ CRM? When should I expect them?

PERQ CRM Notifications

Updated over 4 years ago

The default is set up to send an email notification any time something “new” happens in the CRM (new lead, contact re-engaging and going through another experience, when you receive a text reply, etc.). Assuming you’ve installed the PERQ CRM app, you should turn on all notifications, as well as any incomplete follow-up tasks that require attention.

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