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Introduction

Notification Preferences is a setting that allows you to choose whether you want to receive specific notifications and where you want to see them. It is a part of your CRM that you set up under My Preferences settings, but only specific to notifications. 

 

Let us consider a scenario and understand better.

 

Ari Gale is Mark Hale’s manager. She mentions Mark in a Quote, saying, “@mhale, please send this quote for review.” Mark Hale receives this notification on his Actions page because he chooses to receive mention notifications there. 

 

You can similarly choose your preferences.

Accessing Notification Preferences

Follow these steps to go to Notification Preferences:

1. Click the User Menu on the top right corner of the screen.
2. Click the My Preferences button. 
   • You will land on the My Preferences page.
3. Select Notification Preferences from the left menu.

Setting up Notification Preferences

Refer to the table below to learn about all that you can set up.