Quick Answer
Access the Notifications tab in your organization editor to set up who receives alerts. Add unlimited email addresses and up to 5 SMS recipients (Sponsor only). Notifications cover private messages, paid leads, pro bono opportunities, and administrative updates.
Overview
Your organization listing can generate several types of notifications: customer inquiries via private messages, referral leads, and administrative alerts about your listing status. The Notifications tab lets you route these alerts to the right people on your team.
Step-by-Step Instructions
Step 1: Navigate to Notification Settings
Open your Dashboard and select your organization listing
Click the Notifications tab (the last tab)
Step 2: Review Your Account Email
Your primary Heritage Web account email appears automatically and cannot be removed. This ensures you always receive critical notifications.
Step 3: Add Additional Email Recipients
Click + Add Email Recipient
Enter the team member's email address
A 6-digit verification code is sent immediately
The recipient enters the code (must be done in the same session)
Once verified, they'll receive notifications based on your toggle settings
Step 4: Add SMS Recipients (Sponsor Only)
Click + Add SMS Recipient (up to 5 included)
Enter a mobile phone number
Enter the SMS verification code
The number begins receiving text alerts
Step 5: Configure Alert Categories
Toggle each notification type on or off:
Paid Leads: Alerts when new referral leads match your organization
Pro Bono Leads: Notifications for pro bono case matches
Private Messages: Alerts when visitors message your listing
Listing Management: Approval, rejection, and status updates (always on)
Billing & Payment: Subscription and payment confirmations (email always on)
Important Notes
Paid leads and pro bono notifications include request details but not contact information until you purchase/accept the lead
SMS notifications are included with Sponsor subscriptions at no additional cost
Verification is required for each listing separately
FAQs
Can different team members receive different notification types? No. All verified recipients receive the same notifications based on your toggle settings. Per-recipient customization is not available.
We have multiple locations—do they share notifications? Each organization listing has its own notification settings. If you have separate listings for each location, configure notifications independently for each.
What's the turnaround for lead notifications? Notifications are sent immediately when a new lead matches your organization. Enable SMS for the fastest alerts.