“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:
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Yesterday‘s Lead Updates
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Yesterday‘s Pipeline Updates
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Your today‘s Agenda
You can choose to personalise the data included in your Morning Muffin by following these steps: My Profile > Notifications > Disable tabs you are not interested in viewing.
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 > Disable all tabs.
Morning Muffin contains information such as:
Yesterday‘s Lead updates:
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The number of new Leads created
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The 6 most recent Leads from the prior day with direct links to their Leads cards
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The number of Leads in each Lead Stage
Yesterday‘s Pipeline Updates:
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The number of Deals won and their sum
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The number of Deals lost and their sum
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The number of Deals created and their sum
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The number of active Deals and their sum
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The number of overdue Deals and their sum
Today‘s Agenda:
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All today‘s meetings
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All today‘s calls
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All today‘s tasks
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All activity which is overdue