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Understand Goal, Competition, and AI Insight Notifications in ATZ CRM

Know when ATZ CRM sends important in-app alerts for goal achievements, completed competitions, and ready AI Insight reports.

Quick Answer

Check the notification bell for important performance updates. Goal achievement alerts follow the goal's recipient setting, competition completion alerts go to eligible participants and the creator, and AI-ready alerts go to the requester.

Performance notifications are intended to highlight meaningful events without filling your inbox with every report update.

Where to Find Them

Open the existing notification bell in ATZ CRM. Select an alert to open the relevant goal, competition, or AI Insight report when you still have access.

These alerts are currently in-app. They do not require a separate email workflow or a public report link.

Goal Achievements

When creating a goal, choose who should receive achievement notifications:

  • No one.
  • The creator.
  • The assignees.
  • The creator and assignees.

Notifications are off by default. Eligible recipients are notified when a tracked target reaches achievement; the same achievement is not sent repeatedly on every refresh.

For an at-most or exact target, remember that a live result can still change before the period closes. An achievement alert is not a guarantee of the final result.

Competition Completion

When a competition completes, eligible participants and the competition creator receive an in-app notification.

The leaderboard remains the place to check the completed result, ties, and participation status. Regular score changes do not generate an alert each time.

AI Insight Reports Ready

The person who requested the report receives an in-app alert when it is ready, provided they remain eligible to access it.

You can also return to Report history without waiting for an alert. A queued or processing request is not a completed report.

If You Do Not Receive an Alert

First check whether the event has happened: the target must reach achievement, the competition must complete, or the AI report must be ready.

For goals, check the chosen recipient policy. Then check the notification panel and whether your current role, plan, team membership, or active-user status permits delivery and access.

Notifications are not a substitute for reviewing the report itself. If an important event appears complete but its expected alert is missing, share the item and approximate completion time with support.

FAQs

Are these notifications sent by email?

These performance-feature alerts are currently in-app notifications. Do not expect a separate email or text message.

Will every progress update send a notification?

No. Alerts focus on important events, rather than every changed count, leaderboard refresh, or dashboard edit.

Why can an old notification open an unavailable page?

Your plan, role, membership, or access may have changed since delivery. A notification does not grant access to restricted data.

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.