How to Set Up Notification Settings in Kylas CRM

How to Set Up Notification Settings in Kylas CRM

How to Set Up Notification Settings in Kylas CRM

Kylas CRM empowers every user to tailor their notification settings according to their personal preferences. By allowing users to enable or disable specific system notifications, the platform helps maintain a streamlined and efficient workflow.

This article provides a step-by-step guide to managing notification settings in Kylas CRM, so users can easily customize alerts to stay updated on what matters most to them.

Table of Contents

  1. Introduction

  2. Prerequisites

  3. Step-by-Step Guide to Configure Notification Settings

    • Navigate to Notification Settings

    • Overview of Available Notifications

    • Enable or Disable Notifications

    • Save Your Preferences

  4. Use Cases

  5. Benefits of Personalized Notification Settings

  6. Conclusion

 Overview

Notifications keep users informed about important activities such as deal updates, task reminders, and CRM system events. Since different users have different roles and preferences, Kylas CRM provides an option for users to manage their own notification settings individually.

By configuring notification settings, users can choose which alerts to receive and which to mute, thereby optimizing their productivity and focus.

Prerequisites

  • Before setting up notification preferences:

    • You must have an active Kylas CRM user account.

    • Access to the CRM with at least standard user permissions (no special admin privileges required).

Step-by-Step Guide to Configure Notification Settings

Step 1: Log In and Navigate to Account Settings

  1. Log in to your Kylas CRM account at
    app.kylas.io

  2. Select CRM Settings  then Account Settings from the dropdown menu.

Step 2: Open Notification Settings

  • In the Account Settings panel, locate and click on Notification Settings.

  • This section displays all system-generated notifications related to your CRM activities.

Step 3: Review Available Notifications

  1. You will see a categorized list of all notifications you can receive, such as:

    • Deal updates (i.e- contacts added)

    • Task reminders

    • Call logs and meeting notifications

    • Comments and mentions

  2. Each notification type typically has a toggle switch.

Step 4: Enable or Disable Notifications

  • To enable a notification, toggle the switch to ON.

  • To disable a notification, toggle the switch to OFF.

  • Changes apply only to your user account — other users can customize their own notifications independently.

Step 5: Save Your Preferences

  • Your notification preferences are now updated and will be reflected immediately.

​

Use Cases

User Role Notification Preferences Purpose/Benefit
Sales Representatives Enable notifications for new deals assigned and deal stage changes Stay updated on sales pipeline and progress
Team Leads Enable task reminders and system alerts Track team progress and important announcements
Support Staff Disable non-essential marketing notifications Focus on customer support tickets without distractions
Remote Users Enable push notifications for calls and meetings Never miss critical updates during remote work

Benefits

Benefit Explanation
Improved Focus Avoid notification overload by receiving only relevant alerts.
Increased Productivity Prioritize notifications that impact your daily workflow.
User Autonomy Each user controls their own settings without admin intervention.
Reduced Distractions Mute less important notifications during critical work periods.
Better Collaboration Stay informed about key team activities and mentions only.

Conclusion

Setting up personalized notification settings in Kylas CRM empowers users to manage their information flow effectively. By selectively enabling or disabling system notifications, users can tailor the CRM experience to suit their individual roles and preferences, enhancing productivity and reducing distractions.

Regularly reviewing and updating your notification preferences ensures you stay optimally informed about the activities that matter most to you.


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