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Notification Configuration

Feature Requests

Currently, all users receive notifications for the same actions like proposal acceptance or decline, regardless of who created estimate or sent out the proposal. We’d like to add 9 sales people to our Handoff account but the notifications would be an extreme overload with the number of leads we quote per month. We’d like the option to limit notifications but the user who owns or sends out the proposal, also an “all notifications” option for managers, and limit some notifications to certain users such as invoices paid, sent to our AP to name a few examples.

Posted by Patrick Oliverio ·
Status: Completed1 comment

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Comments1

  • Ethan Forns

    •

    Aug 19

    yes, the ability to set rules and filters for notifications would make the notifications useful(currently they are not).

    It would be good to have each type of notification customizable for each user.

    A sales manager may want to be notified for most items for all salespeople on their team only.

    A sales person will only want to be notified for their proposals.

    The head of sales may want to be notified of all accepted proposals, cancelled proposals.

    they may also want to monitor a specific salesperson more closely and also want to specify to receive more specific notifications relating to that salesperson, or maybe even a specific sales team.

    Imagine you have 3 sales teams, and one of them is underperforming, the head of sales may want to monitor that group in more detail.