Manage your email notifications

Enable collaboration between you and your team, by receiving email notifications from Inpart Deal.

Overview

Plan availability: Essential/Advanced
Required user role: Manager/Contributor

You can choose how to stay informed of important activities regarding your work. For instance, you can be notified when one of your tasks is soon expected to reach its due date or when someone mentioned you in an opportunity.

Access the notifications management page

Click your user avatar at the bottom of the navigation bar, select Account and then, click the Notifications tab.

Update your preferences

All notifications are active by default. Switch each button on or off to customize your email notifications. You can activate or deactivate subsections at once.

Notification specifications

Some notifications are triggered after specific actions in the application (e.g., tagging another user), and others are sent automatically based on reminder dates, for instance:

• Reminder date arrives: 4 days before the date.

Notification index

All notifications sent from Deal come from the address: noreply@partneringplace.com.

• Direct mentions
  • MENTIONED ME IN
    • Opportunity notes (You've been mentioned in the opportunity XXX).
      
    • Meeting notes (You’ve been mentioned in the meeting XXX).
      
    • Opportunity comment (You’ve been mentioned in the opportunity XXX).
      
  • REPLIED TO MY COMMENT IN AN OPPORTUNITY
    • With a mention (You’ve received a response in the discussion about XXX).
      
    • Without a mention (You’ve received a response in the discussion about XXX).
      
• My opportunities
  • GENERAL UPDATES
    • Reminder date arrives (Your reminder to review the opportunity XXX).
      
    • Opportunity stage changed to Accepted
    • Assigned to an opportunity (You’ve been assigned the opportunity XXX).
      
    • Task assigned to me (You’ve been assigned the task XXX).
      
    • Task completion expected soon.
  • OPPORTUNITY DELETION
    • In my initiatives.
    • Created by me (The opportunity XXX has been deleted).
      
• My initiatives
  • OPPORTUNITY UPDATES
    • Opportunity created in my initiatives (Your initiative has a new opportunity XXX).
      
    • Opportunity imported into my initiatives (New opportunities imported).
      
  • INITIATIVE ACCESS CHANGES
    • My ownership/access changed (You’ve been added as owner of the initiative XXX/You’ve been given access to the initiative XXX).
      
      
    • Access restrictions changed (Your initiative XXX is now private).
      
• My evaluations
  • PARTICIPATION & INVITATIONS
    • Invited to participate in an evaluation (You’ve been invited to evaluate the opportunity XXX).
      
  • MENTIONS & COMMENTS
    • Mentioned in an evaluation (You’ve been mentioned in the evaluation XXX).
      
    • Mentioned in an evaluation discussion (You’ve been mentioned in the evaluation XXX).
      
    • Reply to my comment in an evaluation
  • EVALUATION STATUS CHANGES
    • Evaluation completed (The evaluation XXX is completed).
      
    • Evaluation reopened (The evaluation XXX has been reopened).
      
    • Participant marked evaluation as completed/resumed (The evaluation XXX has been marked as done/The evaluation XXX was resumed).
      
      
• Agreement reminders
  • 60 days before expiration date (Research collaboration will expire in 60 days).
    
  • 7 days before expiration date
  • When an agreement is terminated (Status update: Agreement XXX has been terminated).
    
• My alliances
  • ALLIANCES
    • My ownership/access is changed
    • Status changes (XXX Alliance status changed to launching).
      
    • Status updates are modified (XXX Alliance status update modified).
      
    • My alliance is deleted (Alliance XXX has been deleted).
      
  • OPPORTUNITIES IN MY ALLIANCES
    • Opportunity is added or removed (An opportunity has been added/removed to your alliance).
      
    • Status changes (An opportunity status in your alliance has changed).
      
  • AGREEMENTS IN MY ALLIANCES
    • Agreement is added or removed (An agreement has been added/removed to/from your alliance).
      
    • Agreement status changes (Status update: Agreement XXX has been terminated).
      
    • Amendments are added or deleted (An amendment has been added to your alliance).
      
  • OBLIGATIONS IN MY ALLIANCES
    • Obligations created or deleted (New obligation created in CDA with Green Labs).
      
    • Status changes (Status update: Obligation in XXX has changed).
      
    • Forecasted date changes (The due date of an obligation you own has changed).
      
  • MILESTONES IN MY ALLIANCES
    • When a milestone is failed/successful/terminated (Status update: Milestone in XXX has been failed).
      
• Obligations
  • Forecasted date of my obligations (The due date of an obligation you own has changed).
    
  • Status changes for my obligations, Terminated, Overdue, etc (Status update: Obligation in XXX has changed).
    
    
  • Obligations created or deleted in my agreements (Obligation deleted from XXX).
    
  • Alert set up at the obligation level (Obligation due today for XXX).
    
• Milestone
  • When a milestone is failed (Status update: Obligation in XXX has changed).