Editing Managing Deal notifications

```mediawiki
'''Navigation:''' [[Main_Page]] > [[Deals]] > [[Notifications]] > Managing Deal notifications

== Introduction ==
'''Managing Deal Notifications''' in ActiveCampaign is a crucial feature that allows users to customize the alerts they receive regarding their deals. This functionality ensures that team members stay informed about deal-related activities, helping them to manage prospects and maintain engagement effectively. By tailoring notifications, users can enhance their productivity and responsiveness, balancing timely information with their workflow needs.

== How to Access ==
To access the Deal notifications settings, follow these steps:
1. Navigate to the '''Settings''' (gear icon) located in the left menu.
2. Click on '''Notifications''' to open the notification settings page.

== Step-by-Step Instructions ==
Follow these detailed steps to set up your Deal notifications:

# Click on '''Settings''' (gear icon) in the left menu.
# Select '''Notifications''' from the options presented.
# On the '''Notification Settings''' page, review the list of available notifications.
# Check the boxes next to each '''notification type''' you wish to receive. 
   - Options include: 
     - Any new deal*
     - New deals owned by me
     - Updates to any deals
     - Updates to my deals
     - Comments on my deals or activity
     - Mentions of me in comments
# Click on the '''Frequency''' dropdown to select how often you want to receive notifications:
   - Options include:
     - Instantly
     - Hourly
     - Daily
     - Weekly
# Finally, click on the '''Save Settings''' button to apply your preferences.

Once configured, the notifications will be sent to the email address associated with your account user.

== Configuration Options and Settings ==
The Deal notifications feature includes various configuration options that users can customize based on their preferences:

* '''Notification Types''' – Users can choose from several types of notifications such as:
   - Any new deal*
   - New deals owned by me
   - Updates to any deals
   - Updates to my deals
   - Comments on my deals or activity
   - Mentions of me in comments

* '''Frequency''' – This setting allows users to determine the delivery cadence of notifications, which can be set to:
   - Instantly
   - Hourly
   - Daily
   - Weekly

If you select the '''Immediately''' option, notifications will be sent per deal. Selecting options such as '''Hourly''', '''Daily''', or '''Weekly''' consolidates the notifications into a single summary for those respective periods.

*Note:* For the “Any new deal” notification type, users in the '''Admin''' group will receive emails for new deals across all pipelines. Non-admin users will only get alerts for new deals in pipelines they have access to.

== Best Practices and Tips ==
- **Prioritize notifications**: Consider the relevance of each notification type to avoid being overwhelmed by alerts. Use the notification types strategically to keep your focus on what matters most.
- **Adjust frequency based on role**: Depending on your responsibilities, select a suitable frequency for notifications. For sales teams involved in numerous deals, '''Hourly''' or '''Daily''' options might be beneficial, while others may prefer '''Weekly''' summaries.
- **Limit distractions**: If you're involved in too many deals, consider unchecking less critical notification types to reduce inbox clutter and maintain focus on high-priority items.
  
== Common Use Cases ==
Here are some examples of how users might utilize the Deal notifications feature:

* A sales manager may opt for '''instantly''' notified about any new deals to stay ahead of opportunities.
* A team member managing a specific set of deals might select '''daily updates''' to receive a recap of all activities, ensuring they never miss any crucial comments or updates.
* Users who are less involved with certain pipelines can select the '''weekly''' setting, receiving an overview at a manageable frequency.

== Troubleshooting ==
If you encounter issues with Deal notifications, consider the following troubleshooting steps:

- **No Notifications Received**: Ensure you have selected the desired notification types and frequency settings. Verify your email address associated with your ActiveCampaign account is correct and functioning.
- **Notifications Are Infrequent**: Review your frequency settings; updating them may solve your problem.
- **Missing Specific Notifications**: Check user permissions. Non-admin users will not receive notifications for new deals in all pipelines, only those to which they have access. 

== Related Features ==
For additional functionalities that complement the Deal notifications feature, explore:
- [[Deals]]
- [[Automation]] in ActiveCampaign for managing workflows linked with your deals.

== FAQ ==
*'''What types of notifications can I set up for Deals?'''*
You can set notifications for any new deals, new deals owned by you, deal updates, comments on your deals, and mentions of you in comments.

*'''How do I receive notifications?'''*
Notifications are sent to the email address associated with your account.

*'''Can I choose how often I receive notifications?'''*
Yes, you can select from the options: Instantly, Hourly, Daily, or Weekly.

*'''Will I receive notifications for all new deals?'''*
Admins receive notifications for all new deals, while non-admin users are limited to pipelines they have access to.

*'''What happens if I do not configure my notifications?'''*
If you do not configure your notifications, you will not receive alerts regarding deal activities.

*'''Can I change my notification settings later?'''*
Yes, you can always return to the '''Notifications''' settings to adjust your preferences.

*'''What is the process for saving my notification settings?'''*
After selecting your desired notifications and frequency, click the '''Save Settings''' button to apply your changes.
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