View the attachments below for details on each email notifications sent from the platform, including which ones are customizable by administrators.

  • Excel sheet - High-level functionality of each email, to include who can edit/when editable, the email address the notification is sent from, etc.
  • PDF - Each base notification is listed, helpful user guide that mirrors what administrators will see when
    editing notifications.

Descriptions of customizable email templates by recipient can also be found in these articles:


For a detailed walk through of this section, see the Create - Notifications video.


The default setting is for most emails to come from the administrator who created the opportunity. A Super or Global Administrators can update email settings from the Admin tab > Configure Platform section. Video instructions here.