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.
