Skip to main content

Morning Briefing Settings

How to Configure Morning Briefings and Send Updates

Written by David Fastuca

1. Open the Morning Briefing settings

  • Click the Morning Briefing tab to access the configuration page.

  • This is where you manage briefing settings for your organization.

2. Turn the briefing on or off for the company

  • Enable or disable the morning briefing company-wide.

  • Use this setting to control whether all users receive the briefing.

3. Set delivery timing and frequency

  • Adjust the default delivery time for the briefing.

  • Note that users can also set their own personal preference.

  • Choose how often the emails are sent:

    • Every day of the week

    • Selected days only

4. Control briefing access by team

  • Enable or disable briefings for specific teams.

  • Use this to tailor who receives the morning briefing based on team needs.

5. Customize what appears in the briefing

  • Select the content included in the briefing, such as:

    • Deals at risk

    • Pipeline changes

    • Meetings upcoming for the day

    • Pending actions

  • Add a custom message for your team if needed.

6. Send an urgent update

  • Use the urgent update option to send a message to all users.

  • Or target the update to a specific team.

  • This is useful for time-sensitive announcements.

Did this answer your question?