Notifications
Notification bell
Section titled “Notification bell”The notification bell icon is in the top-right header of every page. A red badge shows your unread notification count (up to “99+”).
Click the bell to open the notification dropdown.
Notification dropdown
Section titled “Notification dropdown”The dropdown shows your recent notifications, newest first. Each notification includes:
- Icon — type-specific (star for deals, person for contacts, file for notes/activities)
- Message — description of what happened
- Time — relative time (e.g., “3 minutes ago”)
Unread notifications have a highlighted background. Read notifications have a transparent background.
Actions
Section titled “Actions”- Click a notification — marks it as read and navigates to the related entity
- Mark All Read — button in the dropdown header, clears all unread badges
What triggers notifications
Section titled “What triggers notifications”| Event | Who gets notified |
|---|---|
| Deal assigned to you | The new deal owner |
| Contact assigned to you | The new contact owner |
| Note added on your deal/contact | The entity owner |
| Activity logged on your deal/contact | The entity owner |
| File uploaded to your deal/contact | The entity owner |
| Deal stage changed | The deal owner |
| User invited to workspace | The invited user |
Polling
Section titled “Polling”Notifications refresh automatically every 30 seconds while you’re using the CRM.