Know the types of notifications
You can find 9 types of notifications that you can configure to appear according to your preferences. When doing so keep in mind that only a maximum of five types of notifications can be displayed at the same time, be assertive in your choice!
- Community notifications. Publicize your community’s activities.
- Product updates. Indicates new product launches or roadmap updates.
- Tracking of e-mails. Gives the read and open status of your sent email links.
- Action reminders. It gives notice of your next scheduled actions.
- Updates on what I follow. Notifies you when another user in your account updates deals or contacts.
- Customized analytics and guidelines. It lets you know what to focus on and how to improve in the sales process.
- Comments. Notifies you when another user has commented on your notes.
- Mentions. Indicates when you have been mentioned in an annotation, action, etc.
- Assigned to you. Notifies you when a deal or contact has been assigned to you.
Configure and view notifications
To configure the Sales Wizard, click on the light bulb at the top right and then on the gear symbol.
Two options will appear : pause today’s alert notifications and manage notifications, click on the second option to configure your preferences .
A list will be displayed where you will be able to select the notifications you wish to receive, it is here where you must activate the checkboxes and you will be able to start receiving notifications.
2_notification_management_Pipedrive
If you click on the three dots to the right of each card (…) you have the option to mark the card as read or to configure your Sales Assistant.
To view your notifications simply click on the light bulb at the top right of Pipedrive and then click on “See more” under the cards .
This will take you to your user overview and you will be able to see all notifications .
If you want to see a specific notification you have the possibility to filter them and by clicking on the desired notification you will be redirected to the page of that item.
Improve your sales processes, try Pipedrive now!
If you want to try Pipedrive 30 days free of chargeenter this Pipedrive promo code when you create the account: pdp-vilarroig. And to create the account, follow this link. You can also contact us to help you in choosing or accelerating the use of Pipedrive if you are already using it.
