2.4 — Customising Your Request Message and Frequency

2.4 — Customising Your Request Message and Frequency

The name and logo that appear in outbound request emails are set in My Account → Organisation. You can update your organisation name and upload or link your logo there. These settings apply to all users in your domain.

Setting the reminder frequency

The reminder frequency controls how often partners are automatically chased after a request is sent.


  1. Go to My Account → Organisation

  2. Find the Reminder frequency dropdown

  3. Select your preferred cadence (e.g. Every 30 days, Every 40 days, etc.)

  4. Click Save Organisation


Note: Only admins and managers can change Organisation settings.

Notification preferences

Individual users can control which email notifications they receive in My Account → Profile → Notification Preferences:


  • Deal request notifications — receive an email when a new deal request is sent to you

  • Response notifications — receive an email when a responder submits an update

  • Reminder notifications — receive automated reminder emails for overdue responses


Toggle each on or off and click Save Profile.


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