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.
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.
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.
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.