Notifications give you short, timely and relevant information about what's happening in your Upsales account. You can find your notifications under the bell icon, next to your username or profile picture.

The latest 50 notifications are shown

Click on the notifications icon and you'll see them split into categories:

• All
• Downloads
• Apps
• Signals (if activated)

Notification types

Notifications are generated by different events. For example when a colleague closes a deal or when someone completes a form.

You choose which notifications you get, and set reminders for activities, in your notification and reminder settings.

Here is a list of different types of notifications:

Apps

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. 

 

App callbacks

When app integrations create app callbacks, notifications can be sent.

Assign

The assign notification is sent to you if you're assigned to a company. You also get an email notification.

Assigned to-dos, phone calls and activities

You get a notification when someone assigns a to-do, a phone call or an activity to you.

Custom marketing events

Custom marketing event notifications are usually triggered by events in apps.

They aren't sent when:

• marketing score is zero (0p)
• customer doesn't exist within Upsales

Downloads

Any time you want to export or download some data, you'll find them all in the Downloads tab.

E-sign

The e-sign notification is sent out to the sender and signatories.

Export

Export notifications are sent to users that create the export:

Form submits

A notification is sent out if the marketing score is above 0 and/or the customer is in Upsales.

Import

Import notifications are sent to whoever creates the import.

Order

Order notifications are sent when the probability is 100% and/or the order value is above 1. They also depend on role permissions and access. 

Support tickets

If you work in Customer Support (requires the Customer Support add-on), you can get these ticket notifications:

• New inbound tickets: a new ticket arrives by email or form.
• Ticket assigned status: a ticket is assigned, unassigned or updated.
• Ticket replies: someone replies to a ticket assigned to you.
• Ticket updates on accounts you manage: someone creates or closes a ticket on a company where you are account manager.

Subscription

These are sent to the account manager when the yearly value is above zero:

Website visit

Website visit notifications are sent when the marketing score is above zero (0p) and when the contact is within Upsales.

Signals

Click to view real-time alerts relating to companies:

• Company updates, for example bankruptcies, stock listings, or changes in addresses or phone numbers
• Financial reports, for example quarterly or annual reports
• Changes in the board of directors, for example new members or role changes
• News, for example press releases