Notifications

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Get notified when a member of your team mentions you

A

Hey @John please follow up with this contact while I'm out of office.

B

Hey @John I'm assigning you this deal. Almost closed!

Here, you'll get real-time notifications whenever someone @mentions you, assigns a contact to you, or when there's a new unassigned email.

Create Contact

Email

First name

Last name

Start by entering the Contact’s
name, email, or both.

Contact owner

Job title

Phone number

Lifecycle stage

Lead status

Create Company

Company domain name

Company name

Start by entering a domain
name, an account name, or both.

Company owner

Phone number

City

Create Deal

Deal name *

Pipeline *

Deal stage *

Amount

$

Close date

Deal owner

Deal type

Priority

Associate Deal with

Contacts

Companies

Create Ticket

Ticket name *

Pipeline *

Ticket status *

Ticket description

Source

Ticket owner

Priority

Create date

Associate Ticket with

Contact

Add timeline activity from selected contacts to this Ticket

Company

Add timeline activity from this company to this Ticket

Create task

Task Title *

Task Type *

Priority *

Associated Contact

Assigned to

Queue

Due date

Set to repeat

Reminder

Notes

Settings

Your Preferences

Account Management

Account Defaults

Product Updates

Marketplace Downloads

Privacy & Consent

Payments Accounts

Data Management

Tools

Sales Workplace

Customer Success

Notifications

Email & Desktop Connected Apps Mobile App

Mobile App Settings

Configure notifications for your mobile device

Push Notifications

Receive notifications on your mobile device

Sound

Vibration

Badge Count

Quiet Hours

Disable notifications during specific hours

Notification Types

Messages

New messages and conversations

Tasks

Task reminders and updates

Meetings

Meeting reminders and updates

Deals

Deal updates and notifications

Marketing

Campaign and email notifications