Knowledge Base

One of the most important parts of sales is being aware of the progress of the conversations you're having with your customers and the activities that keep those conversations going.

Notifications

To stay updated, we suggest utilizing the notifications option found in the Sales Assistant feature in the Pipedrive app to stay aware of all of the updates made to the information you own or follow.

The notifications are found once you click on the Sales Assistant icon in the top right corner of the Pipedrive app. You can scroll down past the suggestion cards to see your notifications.

Whenever changes are made to items that you own or follow, you will receive a notification in this location. These updates can be marked as read to remove the notification signifier.

Native desktop notifications

If you prefer highly-visible, real-time information about the updates in your account, Pipedrive also offers native desktop notifications.

When enabled, native desktop notifications provide your updated information immediately in the bottom-right corner of the Pipedrive app in your window.

To enable native desktop notifications in your account, go to Personal preferences > Notifications. Make sure to click on "Save" to confirm your changes.

If you feel that this is not sufficient for helping keep you up-to-date on the changes occurring in your account, we have other options available, such as the email notifications feature.

Email notifications

Email notifications can be customized in the Sales Assitant settings. Click on the gear icon and then "Manage notifications".

Here you will find all the notification modules. Choose the information and updates that you wish to receive in those email notifications.

Once you have selected the desired email notifications, scroll down to choose how often you would like to receive them.