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Turn on phone notifications

How to get a push the moment a website lead arrives, a customer opens their quote for the first time, or a quote is signed — and how to unblock it.

2 min4 steps
  1. 1

    Open Settings on the phone you want alerts on

    The “Phone notifications” card is at the top of Settings, next to Appearance.

  2. 2

    Turn it on

    Tap “Enable on this phone.” Your phone asks for permission — allow it. The button then reads “On for this phone — turn off.”

  3. 3

    What you get

    “Get a push on this phone when a website lead comes in, when a customer opens a quote for the first time, and when a quote is signed.” A repeat view of the same quote stays silent — only the first one pushes.

  4. 4

    Do it on every phone

    It is per device: “Enable it on each phone you want alerts on. On iPhone, add the CRM to your home screen first.”

Good to know
  • Already said no? You’ll see “Notifications are blocked for this site — turn them back on in your browser settings, then reload.” The browser will not ask twice, so you have to change it in site settings yourself.
  • Some browsers cannot do push at all — those show “This browser can’t do push notifications.”

Still stuck? Ask the Ask RidgeSync assistant in the bottom-right, or email our support team.