Notifications

Ploti keeps you informed about activity on your deals without overwhelming you. Get notified when things change on leads and projects you care about—in the app and via email.

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How Notifications Work

When something happens on a lead or project you’re subscribed to, Ploti:

1. Creates an in-app notification visible in your Inbox
2. Batches activity over 5 minutes, then sends a single email digest (if enabled)

This approach keeps you informed without flooding your inbox with individual emails for every change.

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What Triggers Notifications

You’ll get notified about:

• Assignments — When you’re assigned to a lead or added to a project
• Status changes — When a lead or project status updates
• Comments — New comments, replies, and mentions
• Field updates — Changes to priority, dates, financials, etc.

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Subscriptions

You only receive notifications for leads and projects you’re subscribed to. This keeps your inbox focused on what matters to you.

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Automatic Subscriptions

You’re automatically subscribed when you:

• Create a lead or project
• Are assigned to a lead
• Are added as a project member
• Are mentioned in a comment

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Manual Subscriptions

Subscribe to any lead or project you want to follow:

1. Open the lead or project
2. Click the Subscribe button or find the subscribers dropdown
3. Toggle your subscription on

To unsubscribe, toggle it off. You’ll stop receiving notifications for that entity.

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Managing Subscribers

If you have permission, you can manage who’s subscribed:

1. Open the subscribers dropdown
2. See all current subscribers
3. Add or remove team members
4. Assigned users cannot be unsubscribed (they’re always notified)

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In-App Notifications

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The Inbox

Access your notifications from the Inbox in the main navigation. The Inbox shows:

• All notifications from the last 30 days
• Unread notifications highlighted with a blue indicator
• Who triggered the notification (with avatar)
• What happened (status change, comment, etc.)
• Preview of the content
• When it happened

Click any notification to:

• Mark it as read
• Navigate directly to the lead or project

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Filtering Notifications

Filter your Inbox by type (mentions, assignments, comments), by team or project, or by priority. You can also show/hide read notifications and change the sort order.

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Mark as Read

• Individual: Click a notification to mark it as read
• Bulk: Use “Mark all as read” to clear your unread count

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Email Notifications

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Smart Batching

Ploti batches notifications to avoid email overload:

1. Activity happens on a lead or project
2. System waits 5 minutes to collect related notifications
3. One email is sent with all updates bundled together

This means if there’s a flurry of activity—multiple comments, status changes, etc.—you get one organized email instead of ten separate ones.

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Email Content

Each email includes:

• Subject: Clear indication of the entity and number of updates
• Entity header: Lead or project name
• Activity list: Each notification with who, what, and when
• Action buttons: Direct links to view the lead or project
• Preferences link: Quick access to manage your notification settings

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Email Preferences

Control which notifications you receive via email from Settings → Preferences. You can toggle each notification type on or off:

• Assignments
• Status changes
• Comments
• Field updates

These settings only affect emails—you’ll still see all notifications in your Inbox.

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Best Practices

Notifications ensure you never miss important updates while respecting your attention. Subscribe to what matters, configure your preferences, and let Ploti keep you informed.