Managing Notifications

Stay in the loop with everything happening across your teams—without the noise.

This video walks you through how to make the most of ProjectMark's notifications panel, from staying aware of updates to customizing exactly what alerts you see and where.

Here’s what’s covered:

  • Navigating the notifications panel and what each alert means
  • Jumping straight to tasks, opportunities, or contacts from a notification
  • Marking items as read, unread, or removing them from your list
  • Customizing when and how you're notified—via web, email, or both
  • Managing preferences across modules like Opportunities, Contacts, Companies, Tasks, and DataHub
  • Enabling reminders for due-date-driven tasks and opportunities

Take control of your alerts—and never miss what matters most.

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