Internal Email Notifications

Keeping track of projects, leads, and tasks can be challenging, especially when others assign new items to you. Email notifications help users stay informed when a team member assigns them a new task, lead, or project. Additionally, users can receive notifications when a customer engages with an existing project with notifications when the bid is viewed, accepted, or rejected.

If your inbox becomes too crowded with these notifications, you can easily update your settings to disable them.

Internal Email Notification Types 

When one user assigns a task, lead, or project to another user within the system, the assigned user will receive a notification about the new assignment. When a user assigns a new item to themselves, this notification will not be sent. 

• Task Assigned - This notification is triggered when a user assigns a task to a different user. The notification will be sent to the person assigned to the Task. 
• Lead Assigned - This notification is triggered when a user assigns a Lead to a different user. The notification will be sent to the person assigned to the Lead. 
• Project Assigned - This notification is triggered when a user assigns a project to a different user. The notification will be sent to the person assigned to the Project. 

When a customer engages with a bid, the salesperson tied to the bid will be notified of the action. 

• Bid Viewed - This notification is triggered when a customer clicks the Download Bid button from the Customer Bid email. The notification will be sent to the associated salesperson's email. 
• Bid Accepted - This notification is triggered when a customer clicks the submit button after signing a bid contract from the Customer Bid email. The notification will be sent to the associated salesperson's email.
• Bid Rejected - This notification is triggered when a customer clicks the reject bid button from the Customer Bid email. The notification will be sent to the associated salesperson's email.

NOTE: Any designated additional email recipients from your company will be CC'ed on Bid Viewed, Accepted, or Rejected notifications. The salesperson's notification settings will determine what emails the additional email recipient will receive. The additional email recipients' personal settings will not affect the CC'ed emails. Please see the Company Settings to update the additional recipient information. 

Email Notifications Settings 

Primary Users can manage user settings such as name, email, phone numbers, bio, photos, email notifications, and permission settings for their team in the User section of Company Profile. Each user will also have access to manage their own personal information (sans permissions) in their User Profile. Please visit the linked articles to learn more about these settings.