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CRM · Settings

How to Configure CRM Notifications

Choose which events can generate company alerts and how each user can set personal notification preferences.

Upnify CRM company notification matrix and events

Published on October 16, 2026

CRM has two notification layers: company rules, which determine which events can generate alerts and through which channel, and each user’s personal preferences. Keeping these layers separate helps explain why a user may not receive an alert even when an event exists.

First, identify what you need to change

To define rules for the whole account, use Company notifications. To choose what you receive, open My notifications. Screenshots in this guide show the Spanish interface.

Conceptual diagram: a CRM event is delivered through enabled channels to the relevant user.
An event must be enabled for the company channel and for the user who should receive it.

Configure company notifications

  1. In CRM, open Settings and select Notifications.
  2. Choose an event tab, such as Prospects, Opportunities, or Tasks.
  3. Find the event and review the channel icons in the header.
  4. Turn the event’s channel checkboxes on or off according to the company’s needs.

The matrix groups events by category. In CRM, the visible channels are identified by header icons for in-app alerts, email, and push notifications. Availability can vary by event.

CRM Company notifications matrix with event categories and channel columns.
Each row represents an event. Checkbox changes are saved as you make them; this screen has no Accept button.

Review prospect events

In the Prospects tab, you can review events such as phase changes, shared contacts, manual or integration-created prospects, reassignment, follow-ups, and contact merges. Enable a channel only when that event should notify users. Different events do not all need the same alert.

Prospects tab in Company notifications with configurable events and channels.
An event’s gear icon opens additional options when available, such as reviewing an email subject or body.

Checkbox changes are saved immediately. The Prevent users from changing their notification settings option locks personal preferences; enable it only if the company needs to control that layer as well.

Configure personal preferences

  1. Open My notifications from CRM’s notifications area.
  2. Select the Configure gear.
  3. Choose the category and channels you want for each event.
Configure panel for My notifications, with events grouped by category.
These preferences belong to the current user and do not replace company rules. If they are locked, ask an administrator.

Check why an alert did not arrive

  • Confirm that the channel is enabled for the event in Company notifications.
  • Check the user’s personal preferences and whether the company has locked them.
  • Verify that the event occurred and that the user can access the related record.
  • For web or push alerts, make sure the browser allows notifications and that the user enabled them in CRM.

After changing a company rule, test the event with a representative user before considering the change complete.