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Where can I find my Daily Summary settings?

This is for users who wish to receive a summary of all activities taken place on dealcloser the previous day or to turn that feature off.

To edit your Daily Summary settings:
  • Click your initials at the top right of the navigation bar.
  • Click "Profile".
  • Check "Daily Summary" to receive the Daily Summary (deselect to no longer receive the Daily Summary).

Edit Daily Summary settings

  • Click "Update Settings".

You'll receive a Daily Summary email everyday at 7:00am in your timezone. You'll only receive a Daily Summary email if there was activity on at least one of your projects. If none of your projects had activity, you will not receive a Daily Summary email.