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Set up CRM notifications

In this article, we will explain how to set up your CRM notifications.

You may choose to receive CRM notifications when key activities occur, such as when a task is assigned to you by a teammate or when your weekly tasks report is available.

Set up your CRM notifications

  1. Go to CRM > Settings > Notifications.
    crm-notifs_en-us.png
  2. You can choose to receive the following notifications:
    • Task reminder: be notified when a task assigned to you is due.
    • Task is assigned to me: be notified when another user assigns a task to you.
    • Contact is assigned to me: be notified when another user assigns a contact to you.
    • Weekly tasks report: receive a summary of all your tasks of the week.
  3. You can choose to receive these notifications through:
    • Emails: for all types of notifications.
    • Browser: for your task reminders.
      notifications_EN.png
  4. Click Save.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.