How to set up CRM notifications

You may choose to receive 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

  • In the CRM platform, click on Settings on the left panel menu
  • Click on Notifications
  • You may choose to receive a notification when:
    • A task is assigned to you
    • Weekly tasks report

Click Save once your selections have been made.