Managing Deal notifications

Available on Plus, Professional, and Enterprise plans. 

With the Deal notifications page, you can select which notifications to wish to receive and how often you would like to receive them.

How to set up Deal notifications

  1. Click "Settings" (gear icon) to navigate to the Settings page.
  2. Click the "Notifications" option.
  3. The Notification Settings page will load. Click the checkbox for each notification you would like to receive.
  4. Click the "Frequency" dropdown to choose how often you would like to receive these notifications.
  5. Click the Save Settings” button.

The notifications will be sent to the email address associated with the account user.

Deal notification types and frequency

Below are the types of notifications you can sign up for, and how often to receive them.

Types:

  • Any new deal
  • New deals owned by me
  • Updates to any deals
  • Updates to my dals
  • Comments on my deals or activity
  • Mentions of me in comments

Frequency:

  • Instantly
  • Hourly
  • Daily
  • Weekly
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