Notifications
SalesOS sends notifications to keep you informed about important events — new leads, deal updates, chat messages, ranking changes, and more. You can customize what you receive and how.Notification Types
Sales Notifications
Sales Notifications
- A new lead is assigned to you
- A deal is moved to a new stage
- A deal you own is approaching its close date
- A deal has been stale for too long
- A deal value or owner changes
Gamification Notifications
Gamification Notifications
- You earned a new badge
- Your ranking position changed
- A new challenge is available
- Challenge progress milestones (50%, 75%, 100%)
- Challenge results are announced
Communication Notifications
Communication Notifications
- New chat message in a channel you follow
- Direct message received
- You were mentioned in a message
- Thread reply on a message you participated in
Task Notifications
Task Notifications
- A task is assigned to you
- A task is due today
- A task is overdue
- A task you created was completed
System Notifications
System Notifications
- Your profile was updated by an admin
- New team member joined
- Scheduled report is ready
- System maintenance announcements
Notification Channels
SalesOS delivers notifications through three channels:| Channel | Description | Best For |
|---|---|---|
| In-app | Bell icon badge and notification panel inside SalesOS | All notifications — your primary feed |
| Desktop | Browser push notifications | Urgent items when SalesOS is in a background tab |
| Notification emails to your account email | Important updates when you are away from the platform |
Configuring Preferences
Open notification settings
Click your avatar in the bottom-left corner, then select Notification Preferences.
Choose per-category settings
For each notification type, toggle which channels should be active (in-app, desktop, email).
Set quiet hours
Define hours during which non-urgent notifications are held and delivered later (e.g., 10 PM to 7 AM).
Recommended Settings
- Sales Reps
- Managers
- In-app: Everything enabled
- Desktop: New lead assignments, deal stage changes, task due dates
- Email: Daily digest only
- Quiet hours: 9 PM to 7 AM
Notification Center
Click the bell icon in the top-right corner to open the notification center. It shows:- Unread notifications at the top, highlighted
- Read notifications below, in chronological order
- Mark all as read button to clear the badge count
- Filter by notification type
- An icon indicating the type
- A brief description of what happened
- Timestamp
- A link to the relevant item (deal, lead, chat, etc.)
Do Not Disturb
When you need to focus, enable Do Not Disturb mode:- All desktop and sound notifications are paused
- In-app notifications still accumulate silently
- Email notifications are held until DND ends
- A DND indicator appears on your avatar so teammates know
Email Digest
Instead of individual email notifications, you can opt for a digest:- Daily digest — One email at the end of the day summarizing all activity
- Weekly digest — A summary email sent every Monday morning
Even with digests enabled, certain critical notifications (like being assigned a high-priority lead) will still be sent immediately via email.