This article explains how to set up product notifications within CRF Connect. When a matched lead enters the system, anyone listed under notifications will automatically receive an email alert. The primary point of contact can also be updated directly in the product notifications settings.
- Login to your CRF Connect account (https://connect.crfusa.com/app/) and go to the “Products” section on the left-hand menu bar under Management:
- Find the specific product, click on the ellipses and choose “Notifications”:
- A menu bar will open on the right-hand side of the screen to edit the notifications of the product:
- Primary Contact is the main point of contact who will be publicly listed on the product for small businesses to reach out to for any assistance they need. They will also receive all notifications regarding the product like new lead submissions.
- Additional users with CRF Connect accounts can be added by typing their names under “Add Additional Users” to receive email notifications regarding the product.
- Any other Additional Emails that are NOT connected to a CRF Connect account can be listed under “Add Additional Emails” to receive email notifications regarding the product.
- After making all the notification changes, click on “Save” to finalize the changes: