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Audience: Customer
Module: Messages & Notifications
Time to read: 4 minutes
Applies to: All plans
Quick answer
Messages ensure visibility across the business when important events occur.
Messages → CRM
Notify teams about:
• New leads
• Deal stage changes
Messages → Projects
Alert teams about:
• Task assignments
• Delays or completions
Messages → Finance
Highlight:
• Invoices issued
• Overdue payments
Messages → Automation
Automation rules often trigger notifications automatically.
Best practice
Messages close the loop between action and awareness.
Related articles
• How do automations trigger notifications?
• How do Projects connect to Finance?