Your day and notifications
A morning email with today's follow-ups, a reminder before each call and meeting, and alerts when work is given to you.
Each person chooses their own emails. Click your name at the top right and choose My notifications.
| When | |
|---|---|
| "Your day" email | Every morning: your follow-ups due today and overdue, and deals closing this week. Only sent when there's something to do. |
| Reminders before calls and meetings | Shortly before each call or meeting you own. |
| Assigned to you | When someone gives you a lead, deal or follow-up. |
| Deals won and lost | When a deal you own (or, for managers, any deal) is won or lost. |
| When someone @mentions you | When a teammate mentions you in a note. |
| Customer replies | When a customer on your lead, deal or contact writes to a shared inbox, the dropbox or a teammate's mailbox. Replies to your own mailbox show only under the bell. |
| Records you follow | When a lead, deal, contact or company you follow changes stage, owner or status, or gets a quote, invoice or payment. |
Alerts from workflows also come to the bell, and by email.
Under Remind me before calls and meetings, choose the default reminder time for your new follow-ups, then click Save.
The bell in the top bar shows the same alerts inside CRM.