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!

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.

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

By default, the "Enquiry assignments" notifications are enabled, so you get notified straight away about any Enquiries when they're assigned to you so you can follow up on them straight away. You can then manage how often these emails are sent.

Receive a report of all pending orders. You can then choose to only receive this notification where you are the assigned Account Manager - so you don't get notified about accounts that aren't customers you look after.
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This notification will send you a list of customers who need contacting. You can also view these customers at any time on the Needs Engagement tile of the Account Manager Dashboard. You can configure this notification to only show customers that are assigned to you, and change the email notification frequency.

Receive an email every time a new order is placed and a brief summary of what's been ordered.