"Morning Muffin" is a short daily newsletter summarizing the most important updates from the day before and today‘s agenda details sent to your e-mail! Every morning at 7:00 AM (according to your time zone), all users receive an email containing these updates:
Yesterday‘s Lead Updates
Yesterday‘s Pipeline Updates
Your today‘s Agenda
You can choose to personalize the data included in your Morning Muffin by following these steps: My Profile > Notifications > choose tabs you are interested in viewing.
Please note: Data visibility or permission restrictions might be applied for your user role, which can be adjusted by the administrator of your account only.
As well as, You can unsubscribe Morning Muffin by clicking ‘unsubscribe link’ at the bottom of the e-mail. This link will direct You to Your account where You need to Disable all the tabs: My Profile > Notifications > None.
Morning Muffin contains information such as:
Yesterday‘s Lead updates:
The number of new Leads created
The 6 most recent Leads from the prior day with direct links to their Leads cards
The number of Leads in each Lead Stage
Yesterday‘s Pipeline Updates:
The number of Deals won and their sum
The number of Deals lost and their sum
The number of Deals created and their sum
The number of active Deals and their sum
The number of overdue Deals and their sum
Today‘s Agenda:
All today‘s meetings
All today‘s calls
All today‘s tasks
All activity which is overdue
