Applies to: Everyone
You can choose the frequency with which email notifications about your deals are delivered to you. For each deal, you have the following options:
- Immediate Delivery – Email notifications are sent to you as soon as actions are completed.
- Daily Summary – You will receive a single email with all your notifications every day.
- Never – You will not receive email notifications for routine deal activities. You will continue to receive emails welcoming you to new deals and other critical events.
You can set the same preference for all your deals or select preferences for individual deals, depending upon your needs.
Regardless of your email preferences, you will continue to receive notifications within DealCentre for key activities that require your attention. Click the Notifications icon on the left side of your screen to view new notifications.
How to set email notification preferences
View and set email preferences
- Click the icon with your initials on the lower left side of the screen. (You may have to scroll to see the icon.)
- Click the Account Profile option.
- Click Email Preferences. Your current email delivery selection appears. If you want to make changes, click Edit.
- Indicate whether you want to change delivery for all deals or individual deals.
- Select the delivery frequency that you want and click Save Changes.