Stay on top of assignments, updates, and activity with in-app notifications, email digests, and SMS alerts.
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Stay on top of assignments, updates, and activity with in-app notifications, email digests, and SMS alerts.
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The notification system keeps you informed about important events across the CRM - new conversation assignments, deal stage changes, form submissions, and more.
The bell icon in the top navigation bar shows your unread notification count. Click it to open a popover with your most recent notifications.
Each notification shows:
From the popover you can:
The full notifications page is available from the popover link or by navigating to the Notifications section in the sidebar.
Three tabs let you filter the list:
| Tab | Shows |
|---|---|
| All | Every notification |
| Unread | Only unread notifications (badge shows count) |
| Read | Only previously read notifications |
Notifications are paginated with 20 items per page. Use the Previous and Next buttons to browse older notifications.
You receive notifications for events such as:
| Notification | Example | Where it reaches you |
|---|---|---|
| Assignments | A conversation or task assigned to you | In-app + email |
| Mentions | A teammate @mentions you in a note | In-app + email |
| New activity | A form submission, booking, or payment | In-app |
| SLA alerts | A conversation nearing its reply deadline | In-app + email |
| Google Ads conversion tracking | An offline conversion upload stopped working (revoked OAuth, deleted conversion action, or a Google-side change) | In-app banner on the Google Ads settings page + email |
| Digests | A daily summary of your day |
Each notification includes a link to the related record so you can take action immediately.
You can control which notifications you receive and how they're delivered. Go to Settings → Notifications to configure:
For each event type, you can toggle:
Instead of receiving individual email notifications, you can batch them:
| Mode | Behavior |
|---|---|
| Instant | Each notification sends an email immediately |
| Hourly | Notifications are bundled and sent once per hour |
| Daily | Notifications are bundled and sent once per day |
Digest mode only affects email delivery. In-app notifications always appear in real time.
Set a time range during which notifications are held and delivered afterward. Useful for avoiding after-hours alerts. Quiet hours apply to immediate email and SMS delivery - in-app notifications still appear.
Notifications update in real time. When a new notification arrives, the bell badge count updates immediately without refreshing the page. The same applies to the full notifications page - new items appear automatically.