Notifications

Settings & Administration

Notifications

Overview

The Notifications settings allow you to configure how your team stays informed about important CRM events. You can set up email notifications, in-app alerts, and SMS messages for activities like contact updates, deal changes, task assignments, and automation triggers. Customize notification frequency to prevent alert fatigue while ensuring critical updates are never missed.

Accessing Notification Settings

Email Notifications

Event Types

Configure which events trigger email notifications:

• Contact Updates: Receive emails when assigned contacts are created, updated, or deleted
• Deal Events: Get notified when deals are created, moved to new stages, or closed
• Task Assignments: Emails alert you when tasks are assigned to you or your team
• Activity Logs: Option to receive daily or weekly digests of all account activity
• Team Mentions: Get notified when team members mention you in notes or comments
• Automation Triggers: Alerts when automations perform critical actions

Email Frequency

• Real-time: Immediate notification for each event
• Hourly Digest: Consolidated emails with all events from the past hour
• Daily Digest: Single email with all day's activity
• Weekly Digest: Compiled summary of weekly activity
• Disabled: Turn off notifications for specific event types

In-App Notifications

Control notifications that appear within the Lead Fuel CRM interface:

• Desktop Alerts: Show browser notifications for urgent events
• Notification Center: Display notification badge with unread message count
• Sound Alerts: Play sound notification for critical events
• Auto-dismiss: Automatically close notifications after 5-30 seconds

SMS Notifications

Send critical alerts via text message (requires Twilio integration):

Tip: Reserve SMS notifications for truly urgent events to avoid excessive texting. Consider using only for deal won events or critical system alerts.

Do Not Disturb & Quiet Hours

Prevent notifications during specific times:

• Set daily quiet hours when no emails or alerts are sent
• Mark specific hours as working hours to focus notifications accordingly
• Temporarily enable Do Not Disturb mode for uninterrupted focus
• Exception rules for urgent notifications to bypass quiet hours

Important: Email delivery can take 5-15 minutes to appear in inboxes. If you need immediate notification of critical events, enable in-app desktop alerts instead.

Need more help? Contact Lead Fuel CRM support for personalized assistance.