Set Up Browser Notifications

    Get Pipeline CRM alerts, such as task assignments, @mentions, and calendar reminders, even when the Pipeline tab is in the background or minimized.

    Before you start: Browser notifications are turned on per browser, per device. If you use Chrome on your work laptop and Edge at home, set them up on each one.

    Turn on browser notifications

    1. Click your profile icon in the top-right corner.
    2. Select My Profile.
    3. Open the Notifications tab.
    4. Click Enable push notifications.
    5. When your browser asks for permission, click Allow.

    Click Send Test to check that notifications are coming through before you move on.

    Choose which events notify you

    1. Scroll down to the notification grid.
    2. In the Browser column, check each event you want a browser notification for.

    Turn off browser notifications on a device

    1. Go back to the Notifications tab in My Profile.
    2. Click Disable on this device in the connection box.

    You can also turn them off in your browser or operating system settings at any time.

    Troubleshooting

    The test notification doesn't appear

    Check that your browser is allowed to show notifications from Pipeline CRM:

    The browser allows notifications, but they still don't show

    Your device may be blocking them. Check each of these:

    • Private or incognito window. Browser notifications don't work in private windows. Use a regular window.
    • Do Not Disturb or Focus mode. These hide all notifications, including browser alerts. Turn them off, or add your browser to the allowed list.
    • Low Power Mode. This can delay or hide notifications. Turn it off to test.
    • Operating system settings. Make sure notifications are turned on for your browser in System Settings on a Mac, or Settings > Notifications on Windows.

    To find out whether the problem is your device or Pipeline CRM, try the CleverPush test page. If its test notification doesn't appear either, the problem is in your browser or operating system settings.

    Need help? Contact support at customercare@pipelinecrm.com.