Click your name, open your profile, and choose the Notifications tab. Switch each channel on or off, then choose which events reach you through each one.
Steps
- Click your name at the bottom of the sidebar to open your profile.
- Click the Notifications tab.
- Under Channels and devices, turn on what you want:
- In-app is the bell icon and notification center in the dashboard.
- Email goes to your login email.
- Push gives instant alerts on desktop and mobile, even when FlowForce is closed.
- Sounds plays a sound when a new in-app notification arrives.
- Incoming calls rings in this tab and shows a browser notification when a call arrives in the background.
- Under Notification preferences, tick Push, In-app or Email for each event.
Events you can choose
- Lead notifications: Lead assigned, when a lead is assigned to you
- Meetings: Upcoming reminders, before meetings start
- Tasks: Task assigned, and Due & overdue, when a task reaches its due time and weekly while it stays overdue
- SMS & phone: SMS & WhatsApp, for an inbound message on a number linked to your lead or deal, and Missed call
Click View all notifications to see the rest.
Some emails always send
Account security emails, such as login alerts and 2FA, and credit balance alerts are always sent. They do not appear in the list.
If it did not work
I am not getting push alerts. Turn Push on and allow notifications in your browser when asked.
I get too many emails. Untick Email for the events you do not need.
I do not hear a sound. Check that Sounds is on and your device is not muted.