Notifications
The notification system delivers real-time alerts when important events happen across the CRM. You receive notifications via email and in-app alerts based on your role and preferences.
Overview
Section titled “Overview”Notifications are triggered automatically when events occur — like a contact being assigned, a deal being won, or a ticket SLA being breached. You only receive notifications for events you have permission to see, and you’re never notified about your own actions.
Related Modules:
- Contacts - Contact creation, assignment, lifecycle status changes, and deal creation
- Deals - Deal creation, assignment, stage changes, won/lost
- Activities - Assignment, due soon, overdue alerts
- Tickets - Creation, assignment, status changes, SLA warnings/breaches
- Price Offers - Creation, sent, expiring alerts
- Projects - Task assignment, due soon alerts
- Settings - Template management and user preferences
Channels
Section titled “Channels”| Channel | Status | Description |
|---|---|---|
| Available | HTML email sent to your inbox | |
| Web | Available | In-app notification shown in the notification bell |
| Coming Soon | — | |
| Mobile Push | Coming Soon | — |
Notification Events
Section titled “Notification Events”27 events organized into 10 categories:
Contacts
Section titled “Contacts”| Event | Description | Default Channels |
|---|---|---|
| Contact Created | A new contact is created | Web |
| Contact Assigned | A contact is assigned to you | Email, Web |
| Contact Status Changed | A contact’s lifecycle status changes | Web |
| Deal Created | A contact becomes part of a deal opportunity | Email, Web |
| Event | Description | Default Channels |
|---|---|---|
| Deal Created | A new deal is created | Web |
| Deal Assigned | A deal is assigned to you | Email, Web |
| Deal Stage Changed | A deal moves to a new pipeline stage | Web |
| Deal Won | A deal is marked as won | Email, Web |
| Deal Lost | A deal is marked as lost | Email, Web |
Activities
Section titled “Activities”| Event | Description | Default Channels |
|---|---|---|
| Activity Assigned | An activity is assigned to you | Email, Web |
| Activity Due Soon | An activity is due within 1 hour | Email, Web |
| Activity Overdue | An activity has passed its due date | Email, Web |
Contacts & Accounts
Section titled “Contacts & Accounts”| Event | Description | Default Channels |
|---|---|---|
| Contact Assigned | A contact is assigned to you | Email, Web |
| Account Assigned | An account is assigned to you | Email, Web |
Price Offers
Section titled “Price Offers”| Event | Description | Default Channels |
|---|---|---|
| Price Offer Created | A new price offer is created | Web |
| Price Offer Sent | A price offer is sent to a client | Web |
| Price Offer Expiring | A price offer expires within 7 days | Email, Web |
Tickets
Section titled “Tickets”| Event | Description | Default Channels |
|---|---|---|
| Ticket Created | A new ticket is created | Web |
| Ticket Assigned | A ticket is assigned to you | Email, Web |
| Ticket Status Changed | A ticket’s status changes | Web |
| SLA Warning | An SLA metric is close to breach | Email, Web |
| SLA Breached | An SLA metric has been breached | Email, Web |
Approvals
Section titled “Approvals”| Event | Description | Default Channels |
|---|---|---|
| Approval Requested | Your approval is needed | Email, Web |
| Approval Approved | Your request has been approved | Email, Web |
| Approval Rejected | Your request has been rejected | Email, Web |
Projects
Section titled “Projects”| Event | Description | Default Channels |
|---|---|---|
| Task Assigned | A project task is assigned to you | Email, Web |
| Task Due Soon | A project task is due soon | Email, Web |
System
Section titled “System”| Event | Description | Default Channels |
|---|---|---|
| Import Completed | A data import has finished | Email, Web |
| Workflow Error | A workflow automation has failed | Email, Web |
Notification Bell
Section titled “Notification Bell”The bell icon in the app header shows your in-app notifications:
- Badge shows your unread count
- Click to open a dropdown with recent notifications
- Mark as read — click a notification to mark it read
- Mark all as read — clears the unread count
- Dismiss — hides a notification from the list
- Navigate — clicking a notification takes you to the related record (e.g., the activity or deal)
Managing Your Preferences
Section titled “Managing Your Preferences”Each user can choose which notifications they receive.
- Go to Settings > Notifications
- Toggle Email and Web channels on/off for each event
- Changes save automatically
If you haven’t set a preference for an event, you’ll follow the organization’s default (on or off). Setting a preference to off means you won’t receive that notification regardless of the org default.
Who Receives Notifications
Section titled “Who Receives Notifications”You only receive notifications for records you have access to, based on your role and data visibility:
- Owners receive all notifications
- Admins with “All” visibility receive all notifications
- Managers/Users receive notifications based on their department or assigned data
- The person who performed the action (e.g., created the contact) is never notified about their own action
Notification Templates (Admin)
Section titled “Notification Templates (Admin)”Admins can customize email templates for every event from Settings > Notification Templates.
Template List
Section titled “Template List”Events are grouped by category (Contacts, Deals, Activities, etc.). For each event you can:
- Toggle channels — enable or disable Email and Web org-wide
- Edit Template — open the drag-and-drop email editor
- Send Test — send a sample email to your own inbox
- Reset to Default — revert to the system template
Toggling a channel off at the org level disables it for all users, regardless of their personal preferences.
Editing Email Templates
Section titled “Editing Email Templates”The email editor uses a drag-and-drop builder:
- Click Edit Template next to any event
- Subject line — edit in the input above the editor. Use the Merge Fields button to insert dynamic fields like
{{contact.name}} - Email body — drag and drop blocks (text, images, buttons, columns). Use Merge Tags in the text toolbar to insert dynamic content
- Click Save Template
Available Merge Fields
Section titled “Available Merge Fields”Templates use {{field.name}} placeholders that get replaced with real data when sent. The available fields depend on the event:
- All events: Organization Name, Actor Name, Entity URL
- Contacts: Contact Name, Email, Phone, Company, Source, Value, Status
- Deals: Deal Name, Value, Stage, Pipeline, Expected Close Date, Owner
- Activities: Subject, Type, Due Date, Description
- Contacts: First Name, Last Name, Email, Phone, Account
- Accounts: Name, Industry, Email
- Price Offers: Name, Total, Valid Until, Status
- Tickets: Number, Subject, Status, Priority, Assignee, SLA Metric
- Approvals: Entity Name, Requested By, Status
- Projects: Project Name, Task Name, Due Date, Assignee
- System: Module, Total, Succeeded, Failed, Workflow Name, Error
Loading an External Template
Section titled “Loading an External Template”- Click Load Template
- Paste an Unlayer template URL (e.g., from unlayer.com/templates)
- Click Load to import the design
- Customize and save
Resetting a Template
Section titled “Resetting a Template”- Click Reset to Default
- Confirm in the dialog
- The subject, body, and design revert to the system default
Automatic Alerts
Section titled “Automatic Alerts”Some notifications are triggered automatically by scheduled checks:
- Configured activity reminders — Checked every minute. Each reminder is sent at its configured time through email, in-app notification, or both.
- Activity due-date alerts — Checked every 5 minutes. You’re alerted when an activity becomes due within 1 hour and again if it becomes overdue. Each event is sent once; activities overdue by more than 7 days are ignored by this check.
- Price offer expiry — Checked every hour. You’re alerted when a sent offer expires within 7 days. Only one alert per offer.
- SLA monitoring — Checked every minute. You’re alerted when a ticket SLA is approaching breach (15 min warning) or has been breached.