Notifications
Notifications keep you informed about important activities happening across your CRM. Whether someone assigns you a lead, mentions you in a comment, or updates a task, notifications ensure you never miss important updates that require your attention.
The Notifications panel serves as a centralized inbox for CRM alerts, helping you stay updated and respond quickly to changes in your sales activities.
Tip
Review your notifications regularly to stay on top of assignments, customer interactions, and team collaboration without manually checking every lead or deal.
Access Notifications
To view your notifications:
- Open the CRM sidebar.
- Click Notifications.
- The Notifications panel opens and displays your latest CRM activities.
Notification Types
The Notifications panel displays alerts related to activities that require your attention or keep you informed about important updates.
- Comment Mentions — Receive a notification when another user mentions you in a lead or deal comment using @username.
- Task Assignments — Get notified whenever a task is assigned to you or removed from you.
- Lead Assignments — Receive alerts when a lead is assigned or unassigned.
- Deal Assignments — Stay informed when a deal is assigned or removed from your ownership.
Manage Notifications
The Notifications panel provides simple options for managing your alerts.
Open a Notification
Click any notification to open the related Lead, Deal, Task, or Comment. Opening a notification automatically marks it as Read.
Mark All as Read
Click Mark All as Read at the top of the Notifications panel to clear all unread notifications at once.
Stay Updated
Notifications help sales teams collaborate efficiently by keeping everyone informed about assignments, mentions, and task updates without needing to constantly monitor individual records.
Benefits of Notifications
- Stay informed about important CRM activities.
- Respond quickly to newly assigned leads and deals.
- Never miss comments where your input is required.
- Track task assignments and ownership changes.
- Improve collaboration across the sales team.
Best Practices
- Check your notifications regularly throughout the day.
- Open notifications promptly to respond to customer activities faster.
- Use mentions to notify teammates when their attention is needed.
- Mark notifications as read after reviewing them to keep your notification list organized.
- Monitor assignment notifications to ensure no leads or deals are overlooked.
Note
Opening a notification automatically marks it as read. You can also use Mark All as Read to clear all unread notifications in a single action.
