Link Notification Announcement

We’re keeping the announcements coming—and this one gives you instant visibility into client activity. Introducing Link Notifications inside Deal Details for every client. Now you’ll get notified by email and text when:

• A client opens their portal to review your scenarios.
• An agent or added recipient clicks the link to view your shared scenarios
• Anyone clicks any Custom Link you’ve created
• A previously inactive client logs back in their full account after being away

You’ve always been notified when a client sets up their account. Now you’ll know exactly when they come back and re-engage.

‍ No more wondering, “Did they see it?” You’ll know the moment they do. And when a quiet client suddenly reappears? You’ll know they’re back in the game—and it’s your cue to act.