Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the "Light bulb" icon in the top toolbar to open the Sales Assistant panel
2. Then click on the "Settings" icon in the Sales Assistant panel
3. Next click on "Manage notifications" option from the dropdown menu
4. In the notification settings, locate the "Assigned to you" section to expand it
5. Finally, adjust the available options based on your preference:
Show alert to receive real-time pop-up notifications. Include in summary email to get these updates in your daily summary
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Why should you use this feature?
Pipedrive is a powerful CRM tool designed to streamline sales processes and enhance business productivity.
Effectively managing notifications for assigned items in the Sales Assistant within Pipedrive brings numerous advantages to your sales team. It ensures that team members receive timely updates and are always informed about important tasks and changes. This feature helps avoid communication gaps and keeps everyone aligned with their responsibilities.
Ultimately, the ability to manage notifications improves efficiency by allowing users to customize how and when they receive alerts, facilitating focus on tasks that truly matter.
Last update
December 5, 2025
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