Welcome to the Branch Settings: Notifications hub in Smackdab! This is your command center for managing how and when your team receives important updates from the CRM. Say goodbye to a flood of alerts and hello to a streamlined, focused workflow.
With full control over notification channels and types, you can ensure your team stays in the loop on new deals, mentions, and critical updates without the noise. Tailor your in-app alerts, emails, and daily digests to fit precisely how your team works best. This is especially powerful for busy branches juggling multiple deals, contacts, and sales activities, leading to sharper communication and fewer missed opportunities.
Ready to Customize? Here's How:
Getting your branch's notifications in perfect harmony is quick and easy. Just follow these simple steps:
Navigate to Settings from the main menu.
Click on Branch, and then head over to Branch Settings.
In the Branch Settings section, find and click on Notifications.
Start adjusting the preferences to match your team’s needs!
Please note: Only users with the necessary access permissions can make changes to these branch-level settings.
Understanding Your Notification Options
The settings you configure here will apply to all users within the branch, creating a consistent and unified experience.
Choose Your Notification Channels
You have the flexibility to decide how your team gets notified for each type of event. Here are your options:
In-App: Real-time alerts that appear directly within the Smackdab platform. Perfect for immediate updates while your team is active.
Email: Instant email notifications for critical events that just can't wait.
Summary: Grouped updates delivered in a condensed, easy-to-read format.
Daily: A once-a-day digest that recaps all the key activities.
Feel free to activate the combination of channels that makes the most sense for your team's productivity.
Fine-Tune Preferences for Each Event
Get granular with your control! You can set unique notification preferences for a variety of events, including:
The creation of a New Product, Company, Contact, or Deal
A New Activity being logged
When a user is assigned to an item
Updates from entities that users are following
Mentions, Comments, and Reactions on records
Deal Rot alerts to keep opportunities moving forward
Each of these can be individually toggled for your chosen notification channels, giving your branch precise control over the flow of information.
Schedule Your Email Summaries and Digests
Timing is everything. Smackdab lets you decide exactly when your summary and daily emails are delivered:
Summary Emails: These bundled updates are ideal for keeping an eye on recent activities without cluttering your inbox. You can set the delivery interval, for instance, every 6, 8, or 12 hours, to provide periodic overviews.
Daily Emails: This broader recap of the day's events can be scheduled for a specific time, such as 8:00 AM to kickstart the day or 6:00 PM for an end-of-day review.
Drive Consistency Across Your Team
By standardizing your notification settings at the branch level, you ensure everyone is on the same page. This alignment minimizes miscommunication and guarantees that important events get the attention they deserve.
Take control of your branch's notifications today and empower your team to stay organized, reduce distractions, and focus on what they do best: closing deals!