Reference: Pipeline and Intake Email Notifications
As a sourcing manager, you can use this table to understand which scenarios different user types receive email notifications for. Links in email notifications link directly to the record that the link references.
Scenario | Sourcing Manager | Stakeholder |
|---|---|---|
New project request submitted through Intake | Yes | Yes |
Invitation to collaborate on a project | No | Yes |
Projects assigned to you’re marked as Needs Attention
| Yes | Yes |
Status of the project changed to Completed
| Yes | Yes |
Assigned a milestone | No | Yes |
Your project milestones are marked as Needs Attention
| Yes | Yes |
Milestone date changes | Yes | Yes |
Day a milestone is due | Yes | Yes |
You mark your milestone complete | Yes | Yes |
Team chat: sent automatically if individual stakeholders or all stakeholders are @mentioned. When there are no @mentions, you receive a digest of messages within 24 hours. | Yes | Yes |
Team chat reminder: sent within 24 hours if messages are left unread. | Yes | Yes |