Email Preferences
Control what email notifications you receive and when. TrackNexus lets you fine-tune notifications to avoid overload while staying informed.
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Notification Types
Configure different types of email notifications:
- •Daily Digest — Summary of the day's activities and metrics
- •Weekly Report — Comprehensive weekly performance summary
- •Task Alerts — Notifications for task assignments and deadlines
- •Lead Alerts — New lead notifications and scoring updates
- •System Alerts — Important system updates and maintenance notices
Custom Notification Rules
Create targeted notification rules:
- •Trigger Conditions — Define when notifications should be sent
- •Recipients — Choose who receives each notification
- •Frequency — Set how often notifications are sent (immediately, daily, weekly)
- •Channel — Choose between email, in-app, or both
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Settings & Configuration
General Settings
General settings control the core behavior of your TrackNexus workspace. Configure these settings to match your organization's needs.
Getting StartedAccount Setup
Properly configuring your account settings ensures you get the most out of TrackNexus. This guide covers all the essential configuration options.