Notifications provide short, timely and relevant information about what is happening in your Upsales account. The notifications live in the upper right-hand corner of Upsales, next to your username and profile picture.
The latest 50 notifications are shown
Click on the notifications icon and you'll see them split into three categories:
Types of notifications
Notifications are generated by different events. For example when a co-worker closes a deal or when someone completes a form conversion.
Notifications aren't for every activity. For example notifications aren't sent when a lead is assigned.
Here is a list of different types of notifications:
Click the Apps tab to see notifications related to any app you've installed.
For example, you may want to use Upsales with your ERP. Whenever you close a deal, you export the order into Fortnox.
Naturally, this can take time if it's a big order, and you may be wondering exactly when the import has been completed. The Apps tab will notify you when an import is completed, and if there are any issues relating to the import.
When app integrations create callbacks, notifications can be sent. Read more about app callbacks here.
The assign notification is sent out to you if a co-worker assigned you to a company. You will also get a notification email.
Custom marketing events
Custom marketing event notifications will not be sent out if the marketing score is equal to none (0p) or the customer doesn't exist within Upsales. Custom marketing events are in most cases triggered by an app integration. Read more about custom marketing events in apps here.
Any time you want to export or download some data, you'll find them all in the Downloads tab.
The e-sign notification is only sent out to you if you are the sender or are a signatory.
Export notifications are only sent out to the user that created the export.
When a contact or a lead fills out a form notification is sent out. It will not be sent out if the marketing score is below 1 or the customer is not within Upsales.
Import notifications are only sent out to the user that created the import.
The order notification will not be sent out if the probability is below 100% or the order value is below 1. You will only get notifications on orders you have access to based on role settings.
Subscription notifications will not be delivered to you if the yearly value is below or equal to zero or you are not the account manager.
Website visit notifications will not be sent out if the marketing score is equal to none (0p) or the customer is not within Upsales.
Only account managers of the customer will get the notification