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

1. Locate the Notifications option in the sidebar.
2. Click to open the Notifications Panel.

Understanding Notifications

The Notifications Panel displays a list of alerts related to your CRM activities. These alerts currently includes:

• Mentions in comment
• Task assignments/unassignment (changing assigned user)
• Lead/Deal assignments/unassignment

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.