Specialized workflows
Notification and prospecting settings
Control personal alerts and default prospect outreach behavior.
Notification settings determine category and delivery preferences. Prospecting settings maintains default outreach calls to action and email template context for the workspace.
What this workspace includes
- Notification category toggles
- Digest and push preferences
- Prospecting call-to-action defaults
- Outreach email template defaults
Complete workflow
- 1
Choose the setting
Open Notifications or Prospecting
- 2
Review current preferences
Confirm scope and delivery behavior
- 3
Update defaults
Save the intended controls or content
- 4
Test in context
Review a new notification or prepared outreach
How records and settings behave
- Notification preferences follow the account where shown
- Prospecting defaults apply to supported outreach creation
- Saved template values resolve in their workflow
Working effectively
- Keep alerts focused on actionable events
- Review default copy regularly
- Test variables before team use
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Notification and prospecting settings?
Open Notifications or Prospecting
When is my work saved?
Notification preferences follow the account where shown
How do I confirm the result?
Return to the related list or detail view and review its current status. Saved template values resolve in their workflow