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Notification Settings controls which events trigger a notification for you — broken out by module, so you can fine-tune alerts for Contacts, Accounts, Opportunities, Conversations, and Tasks separately instead of one blanket on/off switch.

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Where to Find It

  1. Click the Settings icon in the bottom-left corner
  2. Select Notification Settings from the sidebar
  3. Choose a module tab at the top — Contacts, Accounts, Opportunities, Conversations, or Tasks
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Each tab shows its own list of events specific to that module.

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How Notifications Are Structured

Every event has two independent toggles: You can turn either one on or off per event — for example, keep in-app alerts on for stage changes but skip the email, or the reverse.

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Contacts Tab

The Contacts tab includes notification toggles for:

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Other Module Tabs

Accounts, Opportunities, Conversations, and Tasks each have their own equivalent set of event-based toggles, following the same Notification Alert / Email pattern as Contacts — configured independently per module so your alert preferences can differ across each part of the CRM.