Hi, I am on the basic plan, Work Management with CRM. While I set appointments they do not sync or send email alerts. Do I need to upgrade for this feature? If so, do I upgrade Work Management or CRM or both?
I am very new to this so just feeling my way.
Thanks Karen
Hey Karen!
If you’re referring specifically to email notifications from the platform, you can set these up via your profile:
For a deep dive into how our notifications work, please have a read here, Notifications explained
As for syncing with your Google Calendar and Gmail, you would need to upgrade to a Standard Plan on Work Management.
Let us know if you need any further information