Last updated: January 2026
Stay informed about important activities in your CRM with customizable notifications. Choose which updates you want to receive and how you want to receive them.
Click your profile icon in the top right, then select "Settings".
Click on "Notifications" from the settings menu to configure your notification preferences.
Note: Notification settings are personal to each user. Your preferences don't affect other team members.
Choose which activities trigger email notifications:
Get notified when new deals are created in your organization. Useful for staying aware of new opportunities and pipeline activity.
Receive notifications when deals are updated or moved to different stages. Helps you track deal progress and team activity.
Get alerted when new contacts are added to your CRM. Stay informed about new leads and potential customers.
Receive reminders for upcoming and overdue tasks. Never miss an important follow-up or action item.
Get reminded about scheduled meetings before they start. Includes meeting details and attendee information.
Receive a weekly summary of your CRM activity, including deals won, tasks completed, and upcoming priorities.
The daily digest is a summary email sent once per day with your most important information:
Choose what time you want to receive your daily digest. The default is 9:00 AM UTC, but you can adjust it to match your schedule.
Tip: Set your digest time for early morning so you start each day with a clear view of your priorities.
Each notification type has a toggle switch. Click the switch to enable or disable that notification.
Use the time picker to select when you want to receive your daily digest. Time is in UTC (Coordinated Universal Time).
Click "Save Changes" at the bottom of the page to apply your notification preferences.
Stay on top of team activity:
Focus on your own work:
Only critical updates:
Begin with fewer notifications enabled. You can always turn more on if you're missing important updates.
The daily digest is a great way to stay informed without constant interruptions. Enable it and disable individual notifications.
Task and meeting reminders are critical for staying on top of your work. Keep these enabled even if you disable other notifications.
Managers need different notifications than individual contributors. Customize based on what's relevant to your role.
Your notification needs may change over time. Review your settings every few months and adjust as needed.
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