Push notifications on your phone

Three ways BMexa reaches you

• The bell: every alert is in Notifications (the bell on the phone app bar, with the unread count). Read ones are kept 30 days, unread 90.
• Browser push: when you sign in on a phone browser, BMexa asks the browser for notification permission once. Allow it and alerts arrive even when BMexa is not open. There is no switch inside BMexa; permission is managed in the browser’s site settings.
• WhatsApp lead alerts: new and transferred leads sent to your WhatsApp from BMexa’s own number, with the client’s phone and email masked. Your company has to allow it first, then you turn it on for yourself under Me › Lead alerts on WhatsApp (or Account › Settings › Notifications on the web). It needs the mobile number on your profile.

Choosing what you get

Open Account › Settings › Notifications on the web. Each kind of alert has a switch, grouped under Leads, Follow-ups, Approvals, Bookings and Team; changes save as you make them. Some, such as A booking is waiting on my decision, are Always on.

Turning on WhatsApp lead alerts

1. Make sure your mobile number is on your profile (Account › Profile › Mobile).
2. On the phone open Me and switch on Lead alerts on WhatsApp. The card says which number they go to.
3. From then on each new or transferred lead arrives on WhatsApp with an Open lead link that opens the client in BMexa. Reply STOP to that number to stop them, or switch the card off.