Notifications keep you on top of the activity that needs your attention: a new lead, a missed call, or a contact Felix has handed to your team. You decide which topics notify you, and whether each one reaches you in-app, by email, or both.
You manage all of this from Settings > Notifications.
🗒️ Note: Notification settings are personal. Each teammate chooses their own here, including which Felix handoffs they want to be alerted about.
In this article:
- Choose your notification channels
- Set notifications by topic
- Notification topics
- Make sure your team sees every handoff
Choose your notification channels
Two master toggles at the top of the page control your channels overall:
- In-App: Notifications appear in the notification center inside Fello. Click the bell icon to see your most recent notifications.
- Email: Notifications are sent to your connected email address.
Set notifications by topic
Below the channels, each topic has its own In-App and Email checkboxes, so you can fine-tune where each kind of notification reaches you.
Some topics also have a Notify for dropdown that scopes which contacts trigger them:
- Assigned to me: Notify me only about contacts assigned to me.
- All contacts: Notify me about every contact, no matter who they are assigned to.
Topics without this option apply to you directly and show a dash.
Notification topics
Notifications are grouped by area.
Conversations
- New Lead: When a contact submits a form. Has a Notify for scope.
- Missed Call: When you miss a call.
Revenue Intelligence
- Property Intelligence: When a contact's property is listed on MLS or sold. Has a Notify for scope, and lets you choose to be notified Individually or as a Daily Summary. Learn more about Property Intelligence notifications.
Felix AI
- Handoff: When a contact is ready for human follow-up. Has a Notify for scope. Learn more about handoffs and warm transfers.
- Sales Agent Weekly: A weekly recap of active conversations, touchpoints, and handoffs.
Team & Collaboration
- Notes: When you are tagged in a note.
- Note replies: When someone replies to your note or tags you in a reply.
- Contact Assigned to You: When a contact is assigned to you.
Make sure your team sees every handoff
Every handoff triggers a handoff notification, and a live transfer is itself a handoff, so live transfers generate one too.
The Handoff topic's Notify for scope decides which handoffs reach you. To be alerted about handoffs for contacts that are not assigned to you, including unassigned contacts, set it to All contacts. That scope requires access to all contacts. Without that permission, you are notified only about contacts assigned to you.
A shared or team inbox routes the live transfer call to its members, but it does not change who receives handoff notifications. Handoff notifications stay tied to the contact, so an unassigned contact's handoff reaches only people set to All contacts.
💡 Tip: If your ISAs should see every new lead and handoff, set their New Lead and Handoff topics to All contacts and confirm they have access to all contacts.