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Notifications

View as Markdown

Open Settings › Notifications. These preferences apply only to you; every user sets their own.

  • Email — sent to your email address.
  • Bell — shows up under the bell icon in the navigation bar, with your most recent notifications.

Notifications are grouped: Health score, Contacts, Engagement, Ongoing projects, Opportunity and Support. Switch Email and Bell on or off for each one.

The Support group:

Notification You get it when
New ticket received A new ticket arrives. It goes to the assignee, or to the whole team when the ticket is unassigned.
Ticket assigned to you Someone else assigns a ticket to you.
Customer replied The customer replies on a ticket. It goes to the assignee, or to the whole team when the ticket is unassigned.
Tagged in ticket note A teammate mentions you in an internal note.

Tickets synced from HubSpot don’t send the first three.