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Audience: Customer

Module: Messages & Notifications

Time to read: 4 minutes

Applies to: All plans

Quick answer

Notifications are generated based on activity, status changes, and important events across the app.

Common notification types

You may receive notifications for:

• New leads or deal updates

• Task assignments or due dates

• Project status changes

• Invoice creation or overdue reminders

• System updates or alerts

Why different notifications exist

Each notification type supports:

• Awareness

• Accountability

• Timely decision-making

Common mistakes

• Ignoring notifications entirely

• Treating all notifications as equally urgent

Best practice

Focus on notifications that require action.

Related articles

• How do I manage my notification preferences?

• How do Messages connect to other modules?

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