CRM Notification Preferences let you control which pipeline events trigger notifications.
What you can configure
- Per-pipeline settings - each pipeline has its own notification preferences
- Event types - New lead created, deal won, deal lost
- Stage-level control - choose exactly which stages trigger a notification when a lead enters them
- Channel control - toggle in-app and email notifications independently
How to set up
- Go to Settings
- Click CRM Pipeline Notifications
- Expand each pipeline to configure your preferences
- Click Save
By default, all notifications are enabled. You only need to configure them if you want to turn specific ones off.
