How to change CRM notification settings?

TB CRM · settings · Last updated August 17, 2026 · Version 1

This process works in apps: TB CRM

This article will teach you how to enable or disable meeting and task alerts under App Settings.

Notification settings under Settings → Notifications (App Settings) control how meeting and task alerts reach you — in-app and any configured channels your tenant supports. Field reps often want task reminders; managers may want meeting changes. Revisit preferences when your role changes so you neither miss deals nor drown in noise.

Steps

• Open Settings → Notifications in TB CRM.
• Review each alert type (tasks due, meetings changed, etc.).
• Enable alerts that must interrupt you on the road.
• Disable noisy alerts you never act on.
• Save your preferences.
• Trigger a test task or meeting change to confirm behavior if unsure.
• Revisit after role changes (rep → manager).

Conclusion & best practices

Revisit notifications after role changes. Managers often need more meeting alerts than pure field reps. Turning everything off guarantees missed follow-ups — tune instead of silencing wholesale.