Customer Preferences
Customer Preferences allow you to tailor your experience on the platform by defining the types of leads, notifications, and settings that best match your business goals. By customizing these preferences, you can improve lead quality and ensure you receive opportunities that are most relevant to you.
6 articles
Distribution History: Round-Robin HistoryRound-Robin distribution ensures leads are assigned evenly among team members. This feature provides transparency into how leads were allocated, when they were assigned, and which team member received them.
How Do I Receive Notifications On My EmailStaying updated is essential when using any online platform, and Inkris makes it easy to receive important updates directly in your inbox. Never miss critical information.
How To Add Contact Number for Inquiry NotificationsAdding a contact number to your account ensures you never miss an important lead notification. Whether for SMS alerts, call routing, or profile visibility, keeping your contact number updated improves…
How To Add Team Member Who Will Receive Notifications and Updates.As your business grows, managing leads efficiently often requires teamwork. Adding team members to receive notifications and updates ensures faster response times, better coordination, and improved conversion rates.
How to Find Auto-Renew ProtectionAuto-Renew Protection helps you control how your subscription renews and prevents unexpected charges. Knowing where to locate and manage this setting ensures transparency, budget control, and uninterrupted service.
Where to Find Workspace QuotaUnderstanding your workspace quota is essential for managing lead volume, user access, and campaign capacity effectively. Your workspace quota determines how many resources — such as leads — are available…