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.
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