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How to Enable & Use SMS Lead Notifications

This article covers how to enable and use the SMS lead notifications feature in your AVA™ Portal.

Alex Vorobiev avatar
Written by Alex Vorobiev
Updated over a month ago

With the new SMS Lead Notifications feature, you’ll receive real-time alerts for new leads directly on your mobile device. No more missed emails or delayed responses—this ensures you can follow up faster and close more deals.

Why Enable SMS Notifications?

Never miss a lead – Get instant SMS alerts as soon as a new lead arrives.

Faster response time – Contact prospects while they’re most interested.

Reduce inbox clutter – Avoid missing important leads in a crowded email inbox.

Customizable settings – Choose which leads trigger SMS notifications.

How to Set Up SMS Notifications in the AVA Portal

Admin Configuration Steps:

1️⃣ Log in to your AVA Portal.

2️⃣ Navigate to Settings > Notifications.

3️⃣ Select a user and click ”+ Add SMS”.

4️⃣ Enter the user’s mobile phone number and name.

5️⃣ (Optional) Configure Advanced Delivery Rules:

• Receive notifications only for specific products (Credit, ID, Trade, etc.).

• Filter by credit score range or lead characteristics.

6️⃣ Click ‘Update’—SMS notifications are now enabled!

Note: SMS notifications are sent for new leads only, not for assigned leads.

What Happens When You Get an SMS Notification?

A new lead is created in the AVA™ Portal.

  • An SMS is instantly sent to your mobile device.

  • The SMS includes lead details and a direct link to the lead in the portal.

  • You can immediately take action on the lead—no delays!

Common Questions & Troubleshooting

Not receiving SMS alerts?

🔹 Ensure your phone number is correctly added in the AVA Portal.

🔹 Check if SMS is enabled in notification settings.

🔹 If only some leads are triggering SMS, review your Advanced Delivery Rules.

🔹 Confirm there are no mobile carrier issues

Can I receive both email and SMS notifications?

Yes! You can choose to receive only SMS, only email, or both.

Does this cost extra?

No—SMS notifications are included with your AVA package at no additional cost.

Who should use this feature?

📌 Sales teams who want faster response times.

📌 Finance managers who need instant lead alerts.

📌 Dealerships looking to increase lead conversion rates.

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