Daily
A focused end-of-day summary for users who want frequent visibility into account, pipeline, project, and task movement.
Activity digests
Stay current without checking every page
Activity digests summarize important workspace movement across accounts, contacts, opportunities, projects, and tasks so teams can spot progress and follow-up needs quickly.
Weekly
A Friday summary for leaders and operators who review progress, blockers, and follow-up priorities once a week.
Monthly
A broader monthly checkpoint for teams that want a slower executive-style operating rhythm.
What digests include
Digest emails highlight recent workspace activity and items that may need attention. Depending on your workspace activity, they can include:
- ✓New accounts, contacts, and opportunities.
- ✓Pipeline movement and recently changed opportunities.
- ✓Active projects and collaboration activity.
- ✓Tasks that are due, overdue, or ready for owner follow-up.
Configure digest preferences
- Open Settings and go to email or notification preferences.
- Choose daily, weekly, monthly, or no digest email.
- Confirm your timezone so delivery lines up with your workday.
- Save preferences and revisit them as your role or operating cadence changes.
Timezone-aware delivery
Digests are scheduled in each user's local timezone, so summaries arrive at useful times for distributed teams rather than following a single workspace-wide clock.