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Get Instant Lead Notifications

Get notifications via email or WhatsApp when projects or companies meet your search criteria

Domenico Davis avatar
Written by Domenico Davis
Updated over 3 weeks ago

What This Feature Does

Instead of logging into the platform daily to check for new projects, you can set up automated alerts that notify you whenever a project matching your criteria is added. Different team members can create their own custom searches based on their specific needs-whether by project type, location, company, construction value, or project stage.

Step-by-Step Guide

1. Create Your Search

  • Go to Search at the top of the platform

  • Set your search criteria:

    • Draw a custom area on the map or select a specific location

    • Add filters like construction value, project stage, use type, construction category, etc.

    • Drill down as specifically as you need

2. Save Your Search

  • Once you've set your criteria, click Save Filters

  • Give your search a descriptive name (e.g., "Manchester Projects Over £5M")

  • Click Save

3. Configure Global Settings (First Time Setup)

Before setting up individual alerts, make sure your global notification preferences are configured:

  • Change the setting to "Yes - Send" to enable notifications

  • Choose your preferred delivery method: Email or WhatsApp

  • Set any time blocks if needed

  • These global settings will apply to all your alerts by default

4. Customise Individual Search Notifications

  • Find your saved search and click the notification button

  • The panel will show your current global settings

  • You can customise for this specific search:

    • Change notification frequency (daily, weekly, monthly)

    • Switch between email and WhatsApp

    • Enable or disable alerts for this search only

  • Click Update to save your preferences

Key Benefits

  • Never miss an opportunity - Get notified the moment a matching project appears

  • Save time - No need to manually check the platform every day

  • Team flexibility - Each team member can set up their own custom alerts

  • Hit leads at the right time - Receive direct links to projects so you can reach out immediately

  • Customizable delivery - Choose email for detailed lists or WhatsApp for quick updates

Pro Tip

You can have different notification settings for different searches. For example, use email for broad market monitoring but WhatsApp for high-priority project alerts.

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