AGENTVIEW helps you stay connected with your clients and keep up with important activities in your business. You can choose which notifications and automatic messages you'd like to receive or send.

Here's how to manage your settings.

Step 1: Open Your Notification Settings

1. From the left menu, go to Settings > Account Profile.

2. Click the Notifications tab.

3. You'll see a list of notifications and automatic messages you can customize.

Step 2: Choose Your Notifications

Here's what each setting does:

• Move-in Anniversary Email: Automatically send clients a message celebrating the anniversary of their move-in date.

• Birthday Email: Send your clients a birthday greeting automatically.

• Comment Notifications: Get notified about comments added to client records.

• Meeting Notifications: Receive reminders about scheduled meetings and activities.

• Daily Briefing: Receive a daily email summary to help you stay informed about your business activity.

To turn a notification on or off, simply select On or Off from its dropdown menu and click Save.

Step 3: Personalize Your Automatic Emails

Want to make your birthday or move-in anniversary messages more personal?

1. Find Birthday Email or Move-in Anniversary Email.

2. Click Edit Message.

3. Choose one of the available templates or write your own message.

4. Click Save Changes when you're finished.

Make sure the notification is set to On so AGENTVIEW can send your saved message automatically.

Quick Tip: Keeping your birthday and move-in anniversary emails enabled is an easy way to stay connected with past clients throughout the year, even when you're busy!