Steps
- 01
Start from a template
Control panel → Notifications → pick an event (e.g. new lead, deal closed) → Start from a template: everything to admins · rep and their team lead · unassigned only · big deals only · digest outside quiet hours · send nothing.
- 02
Fine-tune
- Who receives: admins · sales managers · team leads · The assigned rep · extra addresses.
- When to send: sources, statuses, campaigns, deal value, only when unassigned.
- Days & hours: send days and Quiet hours.
- Pace: per event or Digest, plus Max per hour.
Note: Events during quiet hours or over the cap are dropped, not delayed. Use a digest if nothing may be lost.
Questions
Undo everything?
Reset to default restores CloseUp's default rule.