Alerts are not showing on my phone

Alerts tell you about a new lead the moment it comes in, even when LeadCRM is closed. If they stop, check these one by one.

1. Is LeadCRM on your home screen?

On iPhone, alerts only work when LeadCRM is installed: tap Share, then Add to Home Screen, and open LeadCRM from the home screen (iOS 16.4 or later). On Android, use Chrome. See Install the app.

2. Are alerts on for this phone?

1. 1Step 1: Tap More, then Alert settings.
2. 2Step 2: Under Phone alerts, check that it says On. If it says Off, tap Turn on alerts on this phone and tap Allow when the phone asks. Signing out removes alerts from all your devices, so after you sign back in, turn them on again.
3. 3Step 3: Tap Send a test alert. If it arrives, alerts are working.

If it says Alerts are blocked for LeadCRM in this browser, you tapped Block earlier. Open the browser's site settings for LeadCRM, allow notifications, and come back. If it says Phone alerts aren't switched on for LeadCRM yet, alerts can't reach phones at the moment; use the bell in LeadCRM instead.

3. Check what you get alerts for

On the same page, under Alert me about, make sure New leads and Follow-up reminders are switched on. You only get a new lead alert when the lead is given to you; owners and admins also hear about leads that come in with no one assigned.

4. Check your phone's settings

• Battery saver or power saving mode can stop alerts. Turn it off, or set Chrome (or LeadCRM) to “No restrictions” in the phone's battery settings.
• Check that Do not disturb is off, and that Chrome's notifications are allowed in the phone's settings.
• If you removed LeadCRM from the home screen, add it again and turn alerts back on.