Notification
Stay informed about important activities within your CRM system using the Notifications feature. This page serves as a central hub for all your CRM-related alerts and updates.
Accessing Notifications
Locate the Notifications option in the sidebar.
Click to open the Notifications Panel.
Understanding Notifications
The Notifications Panel displays a list of alerts related to your CRM activities. These alerts can currently include mentions in comments. However, future updates will expand notifications to encompass:
Task assignments
Lead/Deal assignments
Managing Notifications
Within the Notifications Panel, you can perform the following actions:
Open a Notification: Click on an individual notification to view the specific comment or activity it refers to. This action will also mark the notification as read.
Mark All as Read: Click the dedicated button at the top of the panel to mark all your current notifications as read.
Please Note: The current version of the CRM only supports notifications for mentions in comments. Future updates will introduce notifications for a wider range of activities.