Help Center
DocsNotification Settings
Configure per-type notification preferences across in-app, email, and browser push channels, with digests, quiet hours, auto-watch, and realtime popups.
Managing Notifications
Control which notifications you receive, how they are delivered, and when.
Navigate to Settings > Notifications to configure your notification preferences. Each notification type can be independently configured for in-app delivery, email delivery (with immediate or digest mode), and browser push. A companion Notifications Inbox at /notificationssurfaces every notification in a dedicated workspace for triaging, archiving, snoozing, filtering, and searching.
Assigned Notification Profile
Admins can assign a preset configuration to your account.
If your admin has assigned you a notification profile (for example, Sales Rep Default), a banner appears at the top of the page showing the profile name. The profile establishes your baseline — you are free to override any per-type setting, and the banner will note You've customized the baseline when you do. The admin can force-reset your preferences back to the profile at any time.
Auto-Watch Records
Automatically subscribe to records you own or are assigned to.
| Field | Description |
|---|---|
| Auto-watch records I own or am assigned to | When enabled, you automatically become a watcher of deals, tasks, companies, projects, or tickets you own or are assigned to — so changes to those records surface as watcher_update notifications. You can unwatch individual records at any time from their detail page. |
Realtime Popups
Opt in or out of in-browser toast popups for high-priority events.
| Field | Description |
|---|---|
| Show popup for high-priority notifications | When enabled, urgent and high-priority notifications surface as a toast in the corner of the screen the moment they arrive in realtime. The bell badge always updates regardless of this toggle — the popup is only a visual attention-grabber for urgent events. |
Browser Push Notifications
Receive desktop and mobile push notifications even when the app is not open.
In the Browser Notifications card, click Enable browser notificationsto register this device for push. Your browser will prompt for permission. Once granted, a green status dot confirms Push notifications enabled. You can enable push on multiple devices (work laptop, phone, tablet) and see each device listed under Active devices.
Each active device shows:
- Device label (derived from the browser user-agent)
- Browser/OS info
- When it was added (e.g., "3d ago")
- A Revoke button to disable push on that specific device
Notification Categories
Notifications are organized into categories, each with independent per-type controls.
Assignments & Activities
Activity assignments, reminders for upcoming activities, and deal pipeline stage changes.
Mentions & Collaboration
@mentions in notes and comments, updates to records you are watching, and new direct or group messages.
Tasks
Task assignments, comments on tasks assigned to you, due-soon reminders, and completions of tasks you created.
Approvals
Requests for your approval, and responses to your pending approval requests.
Manager & Team
Manager responses, no-response alerts, and direct nudges from your manager.
System & Operations
Import completions, import rollbacks, export readiness, automated workflow notifications, usage alerts, free-trial-ending reminders (3 days before conversion), Meet transcript linking, and task calendar conflicts.
AI Agents
Agent run completions, failed actions, run failures, expiring pending actions, AI chat ready, and AI chat failed notifications.
Tickets & Support
Ticket created, reply received, ticket assigned to you, and ticket resolved.
Goals & Leaderboard
Goal achieved and goal-at-risk alerts for goals you own.
Campaigns & Outreach
Campaign completed, reply received, and campaign paused (e.g., when Gmail rate-limits outbound sends and the system temporarily halts the campaign) notifications.
Meetings & Calendar
Meeting invites received and starting-soon reminders (10 minutes before start).
Security & Files
New device login alerts and notifications when a file you uploaded or linked from cloud storage is rejected by our antivirus scan. These cannot be disabled for account safety.
Per-Type Channel Controls
Each notification type has three independent settings.
| Field | Description |
|---|---|
| In-App | Toggle whether this notification type appears in the bell dropdown and in the /notifications inbox. When enabled, notifications arrive in real time via a live connection. |
| Toggle whether this notification type triggers an email. Configured independently from in-app delivery. | |
| Email Mode | Choose between Immediate (email sent within 2 minutes), Daily Digest (batched into a single email at your chosen time), or None. The dropdown is disabled when Email is off. |
Messaging Notification Scope
Limit new-message notifications to direct messages only.
The New Message notification type has an additional Scope dropdown that controls which conversations trigger notifications:
| Field | Description |
|---|---|
| Scope | Choose between "All conversations" (default) or "Direct messages only". When set to DM-only, group chats and channels will not generate notification bell entries or emails — only direct messages will. |
This is a global setting that works alongside per-conversation preferences. Per-conversation settings take precedence within the allowed scope — a muted DM won't notify even if the scope includes DMs.
Global Settings
Digest delivery timing and quiet hours.
| Field | Description |
|---|---|
| Digest Delivery Time | The time of day your daily digest email is sent, in your selected timezone. 24-hour format (00:00 through 23:00). |
| Weekly Digest Day | The day of the week for the weekly digest email (Monday through Sunday). |
| Timezone | Your timezone for digest delivery and quiet-hours calculations. Choose from common US, European, and Asia-Pacific zones. |
| Enable Quiet Hours | When enabled, email notifications are held during your quiet window and delivered once the window ends. In-app notifications still arrive in real time. |
| Quiet Hours From / To | The start and end time of your quiet window (24-hour format). If the window crosses midnight (e.g., 22:00 to 07:00), it wraps correctly. |
Notification Bell & Tabs
The top-bar bell is the fast way to triage without leaving your current page.
Click the bell icon in the top navigation bar to open the dropdown. It shows your 30 most recent notifications across four tabs:
- All — every notification, read and unread
- Unread — only unread notifications
- Mentions — only @mention notifications
- Assigned — activity and task assignments, plus approval requests
Opening the bell auto-marks every loaded unread item as read, mirroring Facebook / LinkedIn / Slack behavior. The bell badge clears the moment you open the dropdown for items you have already seen — you do not need to click Mark all as read or open the full inbox just to silence the badge. New notifications arriving after the dropdown opens are notauto-marked, so you never miss something that landed mid-triage.
Each bell row has a clock-icon button that opens a per-row menu with 1 hour, 4 hours, and Tomorrow snooze presets plus an Archiveaction. A Mark all as read button appears in the header when there is at least one unread item. Click View all notifications → at the bottom to open the full inbox. The bell, sidebar, and inbox always share a single unread count rendered in red; actions in any open tab propagate to every other tab within ~10 ms via cross-tab sync, so badges never drift.
The bell button is fully keyboard-accessible: Tab to focus,Enter or Space to open, andEscto close. Closing the dropdown returns focus to the bell button so screen readers don't lose context.
Snoozing Notifications
Temporarily hide a notification and have it reappear later.
In the bell dropdown, click the clock icon on any row and choose 1 hour, 4 hours, or Tomorrow. In the full Notifications Inbox the snooze picker adds Next week and a Custom time datetime picker so you can snooze until any future moment. Snoozed notifications disappear from the active list and reappear once the snooze window ends.
Email Delivery
How email notifications are sent based on your preferences.
Immediate Emails
Sent within 2 minutes of the event. Best for time-sensitive notifications like activity assignments, approval requests, ticket replies, and @mentions.
Daily Digest
All digest-mode notifications from the past 24 hours are compiled into a single email and sent at your chosen Digest Delivery Time in your timezone.
Weekly Digest
A summary of activity from the past seven days, sent on your chosen Weekly Digest Day at the Digest Delivery Time.
Quiet Hours
When enabled, immediate emails (and digest emails during their scheduled send time) are held during your quiet window and sent once the quiet hours end. In-app and push notifications still arrive in real time.
Saving Changes
Preferences save with optimistic conflict detection.
After changing any setting, a Save Preferencesbutton activates at the bottom of the Global Settings card. If your preferences were modified in another session while you were editing, the save will return a 409 conflict and you'll see Preferences were modified in another session. Please refresh the page. — this prevents stomping updates made in a second tab.