How to Set the Notification Preference In Mobile App Follow

• On the Dashboard navigate to the Sidebar.

• Click on the Settings option

• To configure your notification preferences, click on Set Notifications

• Here, you can Customize your Notification Preferences for:

  • General

  • Chat

General

Under General Preferences you can set the Preferences for,

• Record Assigned
• Email Received
• Text Message

Record Assigned

• Activity Reminder: Receive a Reminder for the created Activities
• Contact Assigned: Get notified when you're assigned a new Contact to follow up with.
• Company Assigned: Get notified when you're assigned a new Company to
• Activity Assigned: Receive a notification when you're assigned a New Task, Meeting, Call, or other activity.
• Deal Assigned: Get notified when you're assigned a new deal.
• Custom Modules Records Assigned: Configure notifications for record assignments within custom modules created 
• Note Added: Choose to be reminded about notes you've added to records
• Missed Calls: Receive notifications for missed calls, allowing you to prioritize your communication.
• Mentions: Stay informed when you're mentioned in conversations or documents, ensuring you're looped in on relevant discussions.

Email Received

• Email Conversation: Choose to be notified only when a new message is added to an existing email thread
• Email Received: Receive a notification for every new email that arrives in your inbox.
• Email Opened/ Link Clicked: Enable notifications for when someone opens your email or clicks a link within it.

Text Message

• Text Message: Receive a notification whenever you receive a new text message.

Chat

Under Chat Preferences you can set the Preferences for,

• Conversation Assigned to Me: Receive a notification whenever you are directly assigned a new chat conversation.
• Conversation Assigned to a Team when I am a Member: Get notified when a new chat conversation is assigned to a team you belong to.
• Any Mentions inside Conversation: Stay in the loop by receiving a notification whenever you are mentioned within a chat conversation.
• For every Activity in my Assigned Conversation: Choose to be notified for every activity within a chat conversation you are directly assigned to.
• For every Activity in the Unassigned Conversation: Select to receive notifications for all activities happening in unassigned conversations.
• New Chat Conversation Started: Get notified whenever a new chat conversation is initiated.