CallRail offers a variety of notification settings to best suit the needs of your business. To receive email and desktop notifications for calls and texts your business receives you can:
- Select the Account icon in the top left to open the My Account panel, then click Notifications.
- Select Calls & Texts from the Notifications header in the left menu.
- Select Create Notification.
- Choose the company we should include in your notification, the user who should receive this notification, and whether you'd like to be notified of inbound calls and/or text messages.
- Add filters to your notification emails to get details about specific types of calls you receive. You can also set an optional filter to only receive notifications for customers with a certain Qualified Status. This step only applies to call notifications.
- Select the type of notification you'd like to receive and select Save when finished.
You can learn more about notifications in this support article.