Notifications

Configure how and when you receive alerts.

Notification Settings

Access from Settings → Notifications.

Notification Types

Alert Notifications

Type	Description
Critical Alerts	Immediate attention needed
Health Changes	Score increases/decreases
Risk Alerts	Churn risk changes
Renewal Reminders	Upcoming renewals
Action Reminders	Tasks due soon

Workflow Notifications

Type	Description
Workflow Completed	Workflow finished
Workflow Failed	Error occurred
Approval Needed	Awaiting your approval

Team Notifications

Type	Description
Assigned to You	New task assigned
Mentioned	Tagged in note
Shared with You	Account shared

Notification Channels

In-App

Always enabled:

Bell icon in header
Badge count
Notification center

Email

Setting	Options
Frequency	Immediate, Digest, Off
Digest Time	Daily at specific time
Categories	Select which to receive

Slack

Connect Slack for team notifications:

Connect Slack integration
Select default channel
Configure channel routing

SMS (Enterprise)

Critical alerts via text:

Requires Enterprise plan
Phone verification
Emergency alerts only

Alert Severity Settings

Severity	In-App	Email	Slack	SMS
Critical	✓	✓	✓	✓
High	✓	✓	✓	✗
Medium	✓	Digest	✗	✗
Low	✓	Off	✗	✗

Notification Preferences

By Category

Configure per category:

Churn Risks
□ Send me critical risk alerts
□ Send me daily digest
□ Mute this category

Renewals
✓ Send me 90-day reminders
✓ Send me 30-day reminders
□ Send me daily digest

Actions
✓ Send when assigned to me
✓ Send when overdue
□ Send weekly summary

By Account

Override for specific accounts:

Setting	Description
All Accounts	Default behavior
VIP Accounts	Always notify
Exclude	Never notify

Quiet Hours

Set notification quiet times:

Setting	Description
Start	Quiet period start
End	Quiet period end
Timezone	Applied timezone
Emergency Override	Always for critical

Mobile Notifications

Setting	Options
Push Notifications	On/Off
Critical Only	Only critical alerts
Badge Updates	Show count

Managing Notifications

View History

See past notifications:

Click notification icon
Click History
Filter by type, date
Click to view details

Snooze Notifications

Temporarily mute:

Right-click notification
Click Snooze
Select duration
Notifications hidden

Best Practices

Tip	Why
Use digest	Reduce email volume
Set quiet hours	Work-life balance
Prioritize critical	Don’t miss urgent
Customize by role	Match your needs