# What you’re told when work is assigned or moved

> In SkedX CRM one change tells each person once, however many records it touched. When someone assigns you many enquiries, contacts, companies or tasks at once, you get one email, one bell notification and one phone push: who did it, how many, where they came from, the ones to call first, and an Open these N button that opens exactly those records. The person who lost them gets one email and one quiet notification. When someone else changes a field, adds a note or moves your records along, you get one quiet line in the bell’s Activity, with no email and no push. Won, lost or deleted records are one notification. Imports, assignment rules, a teammate leaving, follow-ups that fall due together and automations all follow the same rule. Nothing is sent about your own changes. A single enquiry assigned to you still sends its own email, naming who assigned it or which rule did.

Product: SkedX CRM · Topic: Your team · Draft — steps not yet re-verified in the live product

Moving a hundred enquiries used to ring a hundred times. Now one change tells each person once — with everything they need to act — and a field someone else changes is a quiet line, not an interruption.

## Step 1: Many assigned to you: one email

You get one email that says who assigned them and how many, where they came from and their sources, the newest enquiries to start with, and **Open these 24 enquiries**, which opens exactly those records.

## Step 2: One notification in the bell

The bell shows one row for the whole change: who did it and the first names with how many are still new. Click **Open these 24**. Your phone gets one push, not one per enquiry.
Open it directly: https://crm.skode.ai/leads

## Step 3: Open exactly those records

The list opens narrowed to that change, with a chip that says so. Remove the chip to see your whole list again.

## Step 4: When records leave your plate

If your enquiries move to someone else, you get one email saying who moved them and to whom and how many you still have, so you stop calling those customers. **Open my enquiries** shows your own list. In the bell it is a quiet row under Activity, with no phone push.

## Step 5: Changes someone else makes to your records

When a teammate changes a field, adds a note or moves your records along, you get one quiet line under **Activity** — no email, no push, and it does not count in the bell’s number. Records moved to someone else sit here too. Won, lost or deleted records are one row under **Inbox**, like the delete in step 2.

## Step 6: When you make the change

Before you confirm, the assign box says who will be told. Afterwards a confirmation names them. You are never told about your own change.

## Step 7: Choose what you get

Go to **Settings -> Notifications**. Each kind has its own row — for example **Many enquiries assigned to you at once** and **Someone else changed records you own** — where you choose email, bell and push.
Open it directly: https://crm.skode.ai/settings/notifications

## Common questions

### Do I still get an email when one enquiry is assigned to me?

Yes. A single enquiry keeps its own email with its details, and now says who assigned it — a person, or the rule that gave it to you.

### Someone changed the status of my enquiries. Why was there no email?

A field change does not put anything new on your plate, so it is a quiet line in the bell’s Activity instead — you can still see who did it and open those records.

### What about imports, rules, automations and a teammate leaving?

The same rule: an import tells each person once when it finishes; a run of your reassignment rules tells each person once, naming the rule; automations, Zapier and the API are gathered per person for two minutes; and when someone is removed, each person who receives their work is told once.

### I set follow-ups on many enquiries at once. Will I get one email each?

No — follow-ups that fall due together come as one email: “40 follow-ups are due now”.

### Why does the SkedX logo now always show in these emails?

It travels inside the email instead of being downloaded each time it is opened, so mail apps such as Outlook show it without asking.

### I turned off the “Enquiry assigned” email. Will a new enquiry still email me?

No. An enquiry that arrives already assigned to you follows that switch too. And when you create an enquiry and make yourself the owner, SkedX does not email you about it.

### Will I be emailed about a notification I have not opened?

Some notifications are emailed when they sit unread for an hour and did not reach your phone or browser. That email follows the Email notifications switch in Settings -> General: turn it off and none is sent. It is never a second copy of an email SkedX already sent you, and a metric watch you set to in-app stays in-app.

### Why did I get a “New sign-in” email?

SkedX emails you when your account is signed in to from a device you have not used in the last 180 days — a browser and system, such as “Chrome on Windows” — and names it. Signing in again on a device you already use sends nothing. If you do not recognise the device, change your password straight away.

### Do outside people on a task get our team’s comments?

Only the comments they could see on the shared board: your replies in a conversation they started, or every comment when that board is set to show internal comments. A comment marked as the task’s result reaches them once, as the result email. People you add to a task by email address are not sent your team’s own discussion.

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## Related guides
- If SkedX CRM stays on “Signing you in”: https://skode.ai/help/crm/team/if-skode-crm-stays-on-signing-you-in/
- Assign profiles to your team: https://skode.ai/help/crm/profiles/assign-profiles-to-your-team/
- Remove someone from your team in SkedX CRM: https://skode.ai/help/crm/team/remove-someone-from-your-team/
- Reminders and follow-ups: https://skode.ai/help/crm/profiles/profile-reminders-and-follow-ups/
- Import profiles from a spreadsheet: https://skode.ai/help/crm/profiles/import-profiles-from-a-spreadsheet/
- What your clients and outside people receive from SkedX by email: https://skode.ai/help/crm/emails/what-your-clients-receive-by-email/
- Open a link from a SkedX email or notification: https://skode.ai/help/crm/team/open-a-link-from-a-skode-email/
- What Today's agenda shows on your dashboard: https://skode.ai/help/crm/tasks/what-todays-agenda-shows/
- The Activity log on a record: read it, search it, write in it: https://skode.ai/help/crm/profiles/use-the-activity-log-on-a-record/
- Open a task and work on it: https://skode.ai/help/crm/tasks/open-and-work-on-a-task/
- Put a stage’s enquiries on a call list, or assign them, in one click: https://skode.ai/help/crm/profiles/put-a-stages-enquiries-on-a-call-list-or-assign-them/
- Go to the next enquiry without going back to the list: https://skode.ai/help/crm/profiles/go-to-the-next-enquiry/

Source: https://skode.ai/help/crm/team/what-youre-told-when-work-moves/