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 > Settings > 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 types of notifications.
- Browser: for your task reminders.
- Click Save.