Skip to main content
< All Topics

Audience: Customer

 

: Messages & Notifications

Time to read: 5 minutes

Applies to: All plans

Quick answer

Mistake 1: Too many notifications

Fix: Disable non-essential alerts.

Mistake 2: Ignoring alerts

Fix: Review notifications daily.

Mistake 3: Using messages instead of processes

Fix: Use CRM, Projects, and Automation for execution.

Mistake 4: No notification ownership

Fix: Clarify who should act on which alerts.

Best practice

Effective messaging improves speed and accountability.

Related articles

• How do notifications get triggered?

• How do Projects and CRM use messages?

 

Table of Contents