Alerts, calendar, and push notifications

Calendars and alerts

Calendars display due dates (alerts) for time-sensitive information so that team members can follow up. Lead and project records that are marked closed do not appear in the calendars or alerts listing.

Set user alerts

1. Go to the Home screen.
2. On the Alerts tab, select Set alerts.
3. Select one or more alerts.
4. Select Save.

Set up push notifications

1. Select the Settings icon ( ).
2. Select Set push notifications.
3. Select the Enable notification checkbox.
4. Select one or more push notifications.
5. Select Save.