Notifications provide short, timely and relevant information about what is happening in your Upsales account. The notifications live 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 colleague closes a deal or when someone completes a form.
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 app callbacks, notifications can be sent.
The assign notification is sent to you if you're assigned to a company. You also get an email notification.
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
Any time you want to export or download some data, you'll find them all in the Downloads tab.
The e-sign notification is sent out to the sender and signatories.
Export notifications are sent to users that create the export:
A notification is sent out if the marketing score is above 0 and/or the customer is in Upsales.
Import notifications are sent to whoever creates the import.
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.
These are sent to the account manager when the yearly value is above zero:
Website visit notifications are sent when the marketing score is above zero (0p) and when the contact is within Upsales.