Managing Deal notifications


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) > Notifications on the left menu.
  2. The Notification Settings page will load. Click the checkbox for each notification you would like to receive.
  3. Click the "Frequency" dropdown to choose how often you would like to receive these notifications.
  4. 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.


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


  • Instantly
  • Hourly
  • Daily
  • Weekly

If you select "Immediately," notifications will be sent per deal. If you select "Hourly," "Daily," or "Weekly," updates are compiled into a single notification. 

*Note that for the “Any new deal” notification type, users in the Admin group will receive emails for new deals in all pipelines. Non-admin users will only receive email alerts for new deals in pipelines that the user has access to.

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