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LeadPhone™ Notification Options

 

When you log into your LeadPhone account, you will see this screen.  It is considered your "home page" within LeadPhone.  Once you have filled in the information on your "Settings" page, you can use the Notification Options to quickly turn notification on or off, or select between your primary and alternate telephone numbers.

 

  • Check me/In:  This is LeadPhone's default status.  Most users simply leave themselves "checked in" and never adjust the setting.  If you are "checked in" the system will only make calls to your phone during the notification hours that you established in Settings.

  • Check me/Out:  If you want to temporarily over-ride your normal Notification Hours, you can select "Check me: Out" and the system will not place any more calls to you on that same day, unless you check back in.  This will automatically reset to "In" when your notification hours resume the next business day.

  • Check me/Out Until:  If you want to be "checked out" for longer than the current day, you can select this option.  You must enter a date and time that you want the system to automatically check you back in for notification calls.  If you become available earlier than you had planned, simply come back to this screen and check back "in".

  • Time: This is used only in conjunction with "Check me: Out Until" described above.  Click on the down arrow and select the time of day from the drop-down box.  If you do not select a time of day, the system will check you back in when your notification hours start on the date you selected.

  • Date:  This is used only in conjunction with "Check me: Out Until" described above.  To make your selection, click on the date box and a monthly calendar will pop up.  Click on the date you want to enter your choice.  Use the arrows to navigate to different months or years.  You must select the date you want the system to check you back in, or else the system will default to today's date.

  • Call me on/Primary:  This is the default.  Select this button to have all notification calls go to your primary phone number (entered in Settings)

  • Call me on/Alternate:  Select this button to have all notification calls go to your alternate phone number (entered in Settings)

  • Save Changes:  You must click "Save Changes" to record any modifications you make on this screen, or the changes will be lost.

 

 
   
 
Tip!

Your changes to the Notification Options  are not saved until you click the "Save Changes" button.

Once you have saved, the settings remain in place until you change them.

 
 

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