Set up your notifications

Choose what alerts you and how, to react fast to new inquiries and signatures without drowning in notifications.

In events, reacting fast wins deals: an inquiry answered within the hour turns into a visit, then a signature, far more often than one left unanswered for days. But the opposite is just as true: an account that buzzes constantly ends up ignored, and the real alerts drown in the noise. Tuning your notifications well means striking the balance between being told what matters and not being overwhelmed.

This article details how to choose what alerts you, through which channel, and how to avoid overload. Settings are personal: each team member configures their own notifications, without affecting anyone else's.

Prerequisites

Before tuning your notifications, make sure you meet the following conditions.

Have an active account on the relevant workspace.
Have access to the Settings then Notifications page.
For mobile push: have the app installed and notifications allowed at the system level.
For email: have a valid address linked to your account.

What you'll learn

Choose your notification channels.
Select the events that alert you.
Understand the difference between email, push and in-app channels.
Avoid overload while keeping critical alerts on.

Open the notification settings

All configuration happens on a single screen. You reach it in a few clicks, then enable or disable each type of alert per channel.

Go to Settings then Notifications: your preferences list appears.
Choose your channels (email, push, in-app): each channel can be enabled independently.
Enable the alerts that matter: new inquiry, signed quote, task due.
Your choices are saved automatically and apply to your next notifications.

Understand the available channels

The same event can reach you through several channels at once. The point is to match the channel to the urgency: a push for what needs an immediate reaction, an email for what you can handle later, in-app for ongoing follow-up when you're already in the tool.

Email: the alert lands in your mailbox, ideal to keep a trace and handle at your own pace.
Push: the notification shows on your mobile even with the app closed, ideal for urgencies.
In-app: the alert appears in the application while you use it, for continuous follow-up.

Select the events that alert you

Not every event deserves the same treatment. Reserve the most intrusive channels for moments when every minute counts, and leave the rest in-app or by email.

Find the event row (new inquiry, signed quote, task due).
Tick the channel(s) you want to be alerted through for that event.
Untick what doesn't concern you to reduce noise.

Reference: the notification types

Here are the main events you can enable, each with a one-line meaning.

New inquiry: a new information or booking request has just arrived — handle it first.
Signed quote: a client has accepted and signed a quote — the deal moves to confirmed.
Task due: a task assigned to you is nearing its deadline — don't forget it.

For each of these types, you decide whether it reaches you by email, push, in-app, or a combination of the three.

How it works

When an event happens in your workspace, the system looks at your personal preferences for that event. For each channel you enabled, a notification is issued: an email goes to your address, a push shows on your mobile, or an alert appears in the application. If no channel is enabled for that event type, you aren't alerted — but the information stays viewable in the tool. Since settings are individual, two colleagues receiving the same event can be notified differently.

Edge cases

Push denied at system level: if you blocked the app's notifications on your phone, push won't arrive even if ticked in the tool.
Multiple workspaces: your preferences are specific to each workspace; set them in each one.
Email in spam: if email alerts don't arrive, check your junk folder and add the sender to your contacts.

💡 Tip: enable a "new inquiry" push alert to respond first — speed is decisive.

Best practices

Keep critical alerts on (new inquiry, signature) on an immediate channel.
Turn off unnecessary noise so real alerts stand out.
Adapt channels to how you work: push if you're often on the move, email if you're at the desk.
Reserve push for events that demand a reaction within the minute.

Troubleshooting

Problem: I receive no notifications. Cause: no channel is enabled for these events. Solution: open Settings then Notifications and tick at least one channel per alert type.

Problem: push alerts don't arrive. Cause: system permissions denied. Solution: allow the app's notifications in your phone settings.

Problem: I'm flooded with emails. Cause: too many types enabled on email. Solution: switch non-urgent alerts to in-app and keep only the essentials on email.

Real-world example

A manager enables the "new inquiry" push on mobile. An inquiry arrives in the evening, he replies in 10 minutes and lands the meeting before a competitor. The next day, he calmly reviews the day's signed quotes by email, without being interrupted in a meeting.

Another example

A coordination lead doesn't want to be disturbed by new inquiries, handled by the sales rep. She turns off that push and keeps only the "task due" alert in-app and by email, so she never misses a follow-up on the big day.

FAQ

Can I have different settings per member?

Yes, each user configures their own notifications, without affecting their colleagues'.

Which channels are available?

Three: email, mobile push and in-app. You can combine them per event type.

What happens if I disable everything?

You stop receiving alerts, but the information stays viewable directly in the application.

Do my settings apply to all my workspaces?

No, preferences are specific to each workspace; set them in each one.

Does push work with the app closed?

Yes, provided you allowed the app's notifications at the system level.

Why enable the "new inquiry" push?

Because replying first strongly raises your chances of signing: speed is decisive.