Configure per-type notification preferences across in-app, email, and browser push channels, with digests, quiet hours, auto-watch, and realtime popups.
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.
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.
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. |
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. |
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:
Enabling push on a device is step one; you then opt in per category.
Turning on browser notifications registers the device, but it does not start pushing everything at you. Push is opt-in per category: each category header below the push card has its own Push toggle. Turn it on for a category and every type in that category (that can push) will also arrive as a browser push. Leave the rest off, so you only get pushed the groups you actually want to hear about away from the app.
Notifications are organized into categories, each with independent per-type controls.
Activity assignments, reminders for upcoming activities, and deal pipeline stage changes.
@mentions in notes and comments, updates to records you are watching, and new direct or group messages.
Task assignments, comments on tasks assigned to you, due-soon reminders, and completions of tasks you created.
Requests for your approval, and responses to your pending approval requests.
Manager responses, no-response alerts, and direct nudges from your manager.
Import completions, import rollbacks, export readiness, automated workflow notifications, usage alerts, trial-ending reminders (the in-app notice fires 3 days before conversion; a 7-day pre-charge reminder is email-only), Meet transcript linking, and task calendar conflicts.
Agent run completions, failed actions, run failures, expiring pending actions, agent paused alerts (when an agent needs attention before it can run again, such as a spending limit, an ended trial, a payment issue, or a plan change; delivered in-app only by default), AI chat ready, and AI chat failed notifications.
Ticket created, reply received, ticket assigned to you, and ticket resolved.
Goal achieved and goal-at-risk alerts for goals you own.
Campaign completed, reply received, and campaign paused (e.g., when Gmail rate-limits outbound sends and the system temporarily halts the campaign) notifications.
Meeting invites received and starting-soon reminders (10 minutes before start).
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.
One control per category sets how often every type in it emails you, in a single click.
Every category header carries an Email frequency control, the fastest way to decide how a whole group of notifications reaches your inbox without opening each row. It applies to every email-capable type in that category at once, and it has four options:
| Field | Description |
|---|---|
| Real-time | Send an email as soon as each event happens, one immediate email per event. Best for a category you want to hear about the moment it changes. |
| Daily | Batch the emails into your daily digest, sent once at your Digest Delivery Time. Fewer interruptions while still hearing about it the same day. |
| Weekly | Batch the emails into your weekly digest, sent on your Weekly Digest Day. The quietest option that still gives you a written roundup. |
| Off | Send no email for this category. In-app bell notifications are a separate control and stay on, so you still see these events in the app. |
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 | How this type is emailed. Immediate sends the email within about 2 minutes. Digest holds it and rolls it into a digest email, the daily digest by default, or the weekly digest if you set this category’s Email frequency to Weekly. None turns the email off while keeping the in-app notification. The dropdown is disabled when Email is off. |
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.
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. |
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:
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 exposes quick actions on the right: an Open button (a chevron) that appears when the notification links somewhere and takes you to that record, a Snoozebutton (a clock icon that opens a small menu with 1 hour, 4 hours, and Tomorrow presets) on notifications where snoozing makes sense, and a first-class Dismiss button (the X icon) that always appears and clears the row from the bell (it moves to the Archived tab). 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. Cross-tab sync propagates every action to your other open tabs within about 10 ms, so the bell, the sidebar, and the inbox 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.
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.
How email notifications are sent based on your preferences.
Sent within 2 minutes of the event. Best for time-sensitive notifications like activity assignments, approval requests, ticket replies, and @mentions.
Any type set to the Digest email mode is batched rather than emailed one at a time. A digest-mode type rides either your daily digest or your weekly digest, never both, decided by the Email frequency you picked for its category: Daily sends it in the daily digest, Weekly sends it in the weekly digest. Setting a single row to Digest by hand routes it into the daily digest by default. Every digest-mode type appears under its own category heading in the email, so nothing set to Digest is left out.
A single email of your daily-cadence digest activity, sent once a day at your chosen Digest Delivery Time.
A summary of your weekly-cadence digest activity from the past seven days, sent on your chosen Weekly Digest Day at the Digest Delivery Time. Only types whose category Email frequency is set to Weekly appear here.
When enabled, immediate emails are held during your quiet window and sent once the quiet hours end. In-app and push notifications still arrive in real time. Digests are delayed by quiet hours too, not dropped: a digest scheduled to send inside your quiet window goes out at the first opportunity after quiet hours end.
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.