In the Communications section of Practice settings you can customise how you communicate with your clients and prospects, and how your team is kept informed.
Send Emails from Custom Address
You can configure Socket emails to come from an email address in your own domain. So instead of proposal emails coming from "[email protected]" you can set them to come from something like "[email protected]".
Sending emails in this way:
Provides an extra layer of white-labelling of the Socket software, strengthening your brand
Improves the deliverability of the email and the chances it will land in your prospect's/client's inbox
Check out the Loom video below for a walkthrough of getting it set up.
Team-Wide Notifications
When important events happen in Socket, for example a prospect signs a proposal, the team members directly involved (e.g. proposal owner, proposal creator) will naturally be notified.
With team-wide notifications, you can specify extra email addresses that should be notified, in addition to the people directly involved. This might be a specific person in charge of billing, or a distribution list email address that goes out to your onboarding team, e.g.:
