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Setting Up Notifications in the CRM

Learn how to select notifications inside the CRM

 
 

Step-by-Step: 

  1. Go to Settings
    • From inside the platform, click Settings.
    • Under Settings, select Notifications.
    • Look under How you get notified
    • Toggle on how you would like to be notified
      • The CRM gives you 4 notification options
        • Email
        • SMS
        • In-App
          • We recommend this always being on
        • Browser
          • This will notify you via the browser if you are not on the CRM tab
      • When you toggle these on at the top, it will automatically apply these to all notifications.
    Screenshot 2026-11-02 at 11.32.19 AM


  2. Select what you get notified about
    • Go through each section and decide what notifications you would like and how you would like to be notified. 
      • Save your preferences

    Screenshot 2026-11-02 at 11.34.34 AM

    Screenshot 2026-11-02 at 11.35.13 AM



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