Open notification settings
- Settings → Notifications tab or /dashboard/settings/notifications
- Each user controls their own preferences
Lead and deal alerts
- New lead assigned, stage changes, deal updates
- Choose email, in-app, or both per event type
Tasks and inbox
- Task assigned, due soon, overdue, completed
- Unreplied email alerts (2 days, 4 days, 1 week, 2 weeks)
- Daily inbox summary — one email when you have unread messages
SMS and phone
- SMS received — inbound text to your business line
- Missed call and voicemail — requires Phone & SMS integration
Account and security
- Login notifications for new device sign-ins
- Manage preferences link appears in system emails
Common issues
- Not receiving emails — check spam; confirm the event type is enabled
- Too many alerts — disable lower-priority types or unreplied-email intervals
- SMS alerts missing — enable SMS_RECEIVED and confirm line assignment