How to manage updates for followed items in Sales Assistant in Pipedrive
Here is how to manage updates for followed items in sales assistant in pipedrive
- First click on the "Light bulb" icon in the top toolbar to open the Sales Assistant panel
- Then click on the "Settings" icon in the Sales Assistant panel
- Next click on "Manage notifications" option in the dropdown menu
- Then click on "Updates on what I follow" section to expand it
- Under the "Notify about" section choose what to be notified about by selecting Deals, Organizations, and/or People
- Then, configure how you’d like to be notified : Show alert for real-time pop-up notifications, Send an email overview every hour and/or Send an email overview once a day
Why should you manage updates for followed items in Sales Assistant in Pipedrive
Pipedrive is a leading customer relationship management tool designed to simplify sales processes for teams and individuals.
With the Sales Assistant feature, managing updates for followed items in Pipedrive becomes seamless, allowing users to stay informed on important changes effortlessly.
This manageable flow of updates ensures that you never miss a crucial development. It streamlines notifications, optimizing how sales teams track evolving opportunities and engage with leads effectively.
By using this feature, keeping tabs on dynamic sales activities is not only simplified but also enhances productivity and strategic decision-making.
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