Homebase gives you complete control over your notification preferences. You can customize the lead types and locations that you want to receive notifications about.
Accessing Notification Preferences
- Log into Homebase.
- Click on your avatar in the top right corner and select My Account.
Default Preferences
Default notifications are managed on the Notifications tab. Some leads you receive from your website won't be for a specific location. Examples include Sample Orders and AI Showroom/Visualization leads. Your default preferences control which notifications you'll receive for leads without a location.
- If you have access to multiple Companies in Homebase, you can use the dropdown to choose which company you want to adjust notifications for.
- The toggle to the right of the Company selector turns all default notification on or off.
- To enable or disable specific notifications, you can check or uncheck the box next to that notification type.
- Any changes you make will be saved automatically.
Location Preferences
Location specific preferences are managed on the Locations tab. This is where you can control notifications for leads that are for a particular location, such as Forms, Phone Calls, and Web2Text Chats. These settings take precedence over your default settings.
- You can disable all notifications for a particular location using the toggle on the location card.
- Click Manage Lead Notifications > to view the specific notification types for each location.
- To enable or disable specific notifications, you can check or uncheck the box next to that notification type.
- You will only be able to manage preferences for locations that you have access to. If you are not assigned to a location, it will not appear on this page and you will not receive any notifications for leads for that particular store.