Overview #
The Notification Settings section allows users to control how the PloverCRM Mobile App delivers alerts and updates. Notifications help ensure that important CRM activities are never missed.
These alerts may include new leads, contact activity updates, reminder notifications, and workspace announcements. Proper notification configuration ensures users stay informed while avoiding unnecessary distractions.
{screenshot of notification settings screen}
Types of Notifications #
The mobile app supports multiple types of notifications:
🔔 Lead Notifications
Receive alerts when:
• A new lead is created
• A lead is assigned to you
• Lead information changes
📩 Activity Notifications
Notifications may be triggered when:
• Notes are added to contacts
• Contact updates occur
• Pipeline stages change
⏰ Reminder Alerts
Users can receive reminders for:
• Follow-up calls
• Scheduled meetings
• Task deadlines
Configuring Notifications #
To configure notification settings:
- Open Mobile App Settings
- Tap Notification Settings
- Toggle notifications on or off
- Customize alert types
- Save changes
{screenshot of notification toggle options}
Best Practices #
For effective notifications:
• Enable reminders for follow-ups
• Disable unnecessary alerts
• Keep push notifications active for leads
Related Articles #
• Push Notifications
• Reminder Settings
• Dashboard Overview
