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Enable deal notifications for your team in CRM

Enable deal notifications in your CRM by accessing the Notifications panel, adjusting your settings, and ensuring alerts for relevant activities and installed apps are active.

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·5 steps·92 views·Published

Enable deal notifications in your CRM by accessing the Notifications panel, adjusting your settings, and ensuring alerts for relevant activities and installed apps are active.

Step-by-step Guide5 steps

  1. Click the 'Click here.' link

    This action will allow you to access additional options related to the Deals section, enabling you to manage and adjust your deal settings more effectively.

    Click the 'Click here.' link
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  2. Click the Notifications link

    This action opens the Notifications panel, where you can view alerts and updates related to your accounts and activities.

    Click the Notifications link
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  3. Click the CRM option

    This action will expand the CRM settings, allowing you to manage notifications related to customer relationship management.

    Click the CRM option
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  4. Click the Manage button

    Clicking the 'Manage' button allows you to adjust settings specific to your account and preferences. This includes customizing notification options and managing integrations.

    Click the Manage button
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  5. Click 'Allow notifications' toggle

    This action enables notifications for when installing apps that access object types currently disabled in the Object Library, ensuring you receive relevant alerts.

    Click 'Allow notifications' toggle
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