How to follow records and get notifications when they're updated

You'll often want to receive updates for changes to a contact you're responsible for, an advancing sales opportunity, or progress on a work project.

To receive an email notification to alert you when a record is updated, two things must happen:

  • You must be following the record that you want to keep an eye on
  • Your notification settings must be enabled for this record type

We also have a video about following and notifications.

Following records

To follow a record, click Follow when viewing the record. Click the button again to stop following it.
The yellow star will also appear in list views for the records you are following.

Follow.gif

Viewing recent notifications

Click the bell icon at the top of the page to view recent notifications, go to your notification settings, or list all the records you are following.
Notification_bell.png

Items I'm Following

Click Items I'm Following to display recent updates for different record types. In each of these tabs, you'll see the records you are following and can unfollow them by clicking the Following button.

Items im following list

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