Can I change my notification preferences?

Click your profile avatar or initials in the bottom-left corner of the RootLogic sidebar. Select "Profile" from the menu. This opens your personal settings page — changes here only affect your account.

On your Profile page, scroll down until you see the "Notifications" section. You'll see toggles for different event types: new conversations, new leads, appointment reminders, missed calls, and unread messages. Turn on the ones you want to be alerted for and turn off the ones that aren't relevant to your role.

For most notification types, you can select Email, In-app (browser), or both. If you use the Lead Connector mobile app, push notifications for that app are configured separately inside the app itself — see the Lead Connector notification troubleshooting article if those aren't working.

Click the Save button at the bottom of the Notifications section. Your preferences take effect immediately — no logout required.