How it works
1. First click on the "Light bulb" icon in the top toolbar to open the Sales Assistant panel
2. Next click on the "Settings" icon in the Sales Assistant panel
3. Then click on "Manage notifications" option from the dropdown menu
4. Next in the notification settings panel, click on the "Mentions" section to expand it
5. Then, check the “Show alert” box to enable or disable real-time pop-up notifications, based on your preference
6. You can also choose to enable or disable sending a separate email for every mention
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Why should you use this feature?
Pipedrive is a CRM platform designed to enhance sales processes with efficiency and organization.
Among its intuitive features, managing mention alerts in the Sales Assistant helps users stay informed and prompt with their tasks.
By effectively managing these alerts, teams can reduce the chances of missed actions or delayed responses, fostering a more collaborative work environment.
This feature ensures that crucial communications are not overlooked, supporting seamless customer interactions and relationship building.
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