Taskly
Taskly
  • Docs
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  • Feature requests
  • Support portal
    • Notification Log
    • Setup New Lead Notifications
    • Create and Edit Message Templates
    • Send 'On-My-Way' SMS
    • Send Overdue Payment Reminders
    • Setup Booking Reminders
    • Emails in Taskly
Docs / Automated Communication

Setup New Lead Notifications

Taskly informs you as soon as new leads are received so you can quickly quote clients and win the job. The following article outlines how to opt in to new lead notifications.
Setup New Lead Notifications

Taskly informs you as soon as new booking requests are received so you can quickly quote and win the job. The following article outlines how to set up new lead notifications.

  1. Go to Settings and select Communication

  2. Under New Booking Requests, enable Email, SMS, or both

    SMS notifications require SMS to be enabled. Learn how to enable SMS.

  3. Press Save Changes

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NextCreate and Edit Message Templates
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