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If you're using Indio CRM and you're not receiving new lead notifications, there are a few things to check before assuming something's broken.
Step 1: Check your spam or junk folder
Sometimes emails from the system land in spam, especially if your email client hasn’t marked Indio CRM messages as safe yet.
Make sure to:
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Mark them as “Not Spam” if they’re in your junk folder
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Add that address to your safe sender list if possible
Step 2: Verify notification settings inside Indio CRM
Once you’re logged into your Indio CRM dashboard, navigate to:
Settings → My Staff → [Your User Profile] → Notifications
From there, confirm:
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Email notifications are enabled
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Your email address is entered correctly
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You’re assigned to the pipeline or workflow where the leads are coming in
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You have access to the right location, if you're managing multiple
Also double-check that you're included in the workflow notification steps (especially if you're using automation to assign or alert team members). You may need to be manually added to certain workflows in order to receive notifications.
Step 3: Test the trigger
If leads are being captured via a form, calendar, or funnel, test one yourself. If no alert comes through, it's possible the workflow is missing a "Send Notification" action or has a condition that filters you out.
If everything looks correct but you’re still not receiving lead alerts, submit a ticket and we’ll take a look. Please allow 48 hours for us to reply.