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Enabling Activity Email Notifications
Enabling Activity Email Notifications
How to enable daily/weekly/monthly emails in your personal settings to get notified about key CRM activity.
Updated over a week ago

Get sent daily, weekly, or monthly emails notifying or reminding you about key activity in your CRM system. Whether it's upcoming Tasks, new customers that have been added, missing orders you need to chase, or on-hold/pending orders that need a resolution - decide what you want to hear about and how often!

Step 1: Go to Personal Settings

To update your personal settings, click on your avatar in the top-right hand corner of the CRM, or head to Personal Settings under Settings in the navigation menu.

Step 2: Enable Notifications

Simply enable any that you're interested in and set the frequency of updates.

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