Settings · Alerts
What alerts can I turn on or off, one by one?
ComputerOpen Settings, then Alerts and Alert Categories.
PhoneOpen Settings, then Alerts and Alert Categories.
There are four category switches and they are independent, so you can keep the ones you act on and silence the rest. Money Alerts covers new customers, at-risk customers and expiring agreements. Tax & Compliance covers quarterly deadlines and 1099 contractor thresholds. Goals & Reviews covers revenue goal check-ins and new Google reviews. Quote follow-ups is the one that reaches your customer rather than you — it nudges them about a quote awaiting an answer on day 3 and day 7.