You can get notified of upcoming activities right inside Upsales. Click the notification when it arrives to open the Activity.

To stop reminders from popping up, for example for calls you have already made, uncheck the reminder for Activities or Appointments, see Deactivating or activating notifications.

If you are looking at Upsales when a reminder is due, it appears at the bottom-right of your screen. If Upsales is open in a background tab or a minimized window, the reminder arrives as a browser notification instead. Browser notifications only appear if your browser allows notifications from Upsales.

Unchecking a notification here turns it off in Upsales in your browser. The Upsales mobile app has its own notification settings, so to stop a notification on your phone too, turn it off in the app, see How to set mobile app notifications.

This article covers:

• Opening the Notifications page
• Setting Activity and Appointment reminders
• Deactivating or activating notifications

Opening the Notifications page

1. Click Settings → My profile → Notifications:
   
   

Changing Activity and Appointment reminders

1. Click the dropdown:
   
   
    
2. You can choose how many minutes in advance the notification arrives:
   
   
    
3. You can also change from minutes to hours (up to 5 hours):
   
   
    
4. Choose Instant and you get a notification at the exact time of your Activity or Appointment
5. Click Save and you're all set:
   
   
6. Select Preview to see a sample reminder:
   
   
    
7. This appears at the bottom-right of your screen:
   
   

Deactivating or activating notifications

1. Uncheck the Send notification box next to the Activity:
   
   
    
2. The blue changes colour so you know your changes are immediately saved

Depending on what your account uses, the page also has an Email notifications section and a Signals for account managers section. Each row there has its own checkbox, which works the same way.