Reminder Schedule
How many days before a deadline your reminders land. Pick a preset or set up to three custom days.
On the Free plan, reminders run inside your 14-day alert window only.
Stalled Pursuits
A pursuit counts as stalled when it has not moved for this many days. The threshold drives the Home stalled list and digest callouts.
Calendar Feed
Subscribe any calendar app to your pursuits' internal deadlines and opportunity deadlines. Anyone with the feed address can read it — regenerate to revoke an old address.
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Alert Frequency
Configure Email Template
Used for deadline and reminder emails when email delivery is configured. Leave a field blank for the default.
Reminder Content
Choose which reminder content reaches the Primary and the wider team.
| Content | Primary | All Members |
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Task Email Templates
Used when workflow steps and reports are assigned. Choose which task events send an email at all.