Notifications

Pick what to receive, how, and how often.

Sidebar then Settings then Notifications tab. Three channels: in app (bell at the top of the app), email, and Slack if connected.

Notification types

Overdue invoice.
Approaching project deadline.
Booking confirmed.
New client added.
Quote signed.
Payment received.
New client email (Atlas suggestion).
Atlas suggests a pipeline move (won, lost, negotiation).

For each type, you can enable or disable each channel separately. You can also set a digest frequency (daily or weekly email summary) instead of instant.