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
- Go to CRM
- Click Settings
- Click Notifications
- 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
- You can choose to receive these notifications through:
- Emails: for all type of notifications
- Browser: for your task reminders
- Click Save