These are your personal preferences. They come with sensible defaults, so you only need to visit them to change what you get or when.
Steps
- Step 1: Open Settings and find Email Notifications / Preferences.
- Step 2: Toggle the categories you want: daily follow-up digest, task reminders, closing reminders, and actionable email notifications.
- Step 3: Set the daily digest time and task reminder time to suit your schedule.
- Step 4: Save. In-app notifications continue to appear in the navigation bell regardless of these email settings — open the bell to view, mark read, dismiss, or snooze them.
Good to know
- These preferences control email sent to you as an app user. They do not affect email sent to your CRM contacts (templates, campaigns).
- There are no SMS or push notifications.
- Whether scheduled digest and reminder email is actually delivered also depends on deployment configuration.