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Account Settings · 1 min read

Manage Your Notification Settings

Notification settings control which events alert you and how. Each user sets their own.

Open your notifications

Go to Settings > My Profile > Notifications.

Choose what you're notified about

You can turn alerts on or off for:
  • New conversations and messages, including live chat
  • Messages assigned to you
  • Tasks and task reminders
  • A daily summary of due and overdue tasks
  • Appointments and calendar activity
  • New reviews
  • Other account activity

Choose how you're notified

For each type, pick one or more channels where available:
  • In-app / web
  • Desktop (browser pop-ups)
  • Email
  • Mobile (push notifications in the FunnelStreams mobile app)
  • SMS
Click Save when you're done.

Live chat alerts

Live chat uses your conversation notification settings, so there's nothing separate to set up. To hear about new chats fast:
  1. Turn on alerts for new and assigned conversations.
  2. Turn on Desktop notifications and allow them when your browser asks.
  3. Turn on Mobile notifications so new chats reach your phone.

Good to know

  • Clicking a notification opens the related conversation, task, or appointment.
  • Notifications use your platform language when a translation is available.
  • If desktop alerts don't show, check that your browser and computer allow notifications for FunnelStreams.

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