Notifications help you keep a pulse on what’s going on, anywhere, anytime – without interrupting your workflow.
Notifications are in-app reminders of an event like an Email received, or a Next Step has been assigned to you. Designed with a familiar feel to social/work/email apps, and you'll find the notifications "bell" icon in the top toolbar of the app.
In this tutorial we will cover:
- Navigate to your Personal Settings
- How does a new notification look like?
- Different notifications available
Navigate to Personal Settings
Open the menu and scroll down until you find Personal Settings and there click on it to display the available options. Alternatively, you can use the search feature and type 'personal settings' to get there faster.
When you get a notification, you will notice a red circle with a number and receive a friendly sound alert (if you have your volume on).
Different notifications available
FreeAgent CRM offers 8 different notifications (including @mentions), you are able to enable and disable them at any time.
To configure them, click on Notifications under Personal Settings in the menu. There, all you have to do is mark the checkbox of the notifications you want to receive (@mentions are automatically turned on and therefore will not show in your list).
Next time one of your contacts sends you an email, or if a member of your team assigns you a contact, account, deal or next step, a small badge will appear right next to the bell icon. The number on it indicates the total of notifications you have received.
If you click on it, it will show you all the notifications you have received.
If you click on an Email received notification you can see the complete email. You can even reply to it right there.
If you click on the 'assigned to me' notifications, you will see the detail of the contact, account, deal or next step that was assigned to you. You can click on 'Go to Page' for more information.
Once you are done reviewing your notifications you can click on the 'Clear' button to remove them from the list. This way you will only see the most recent notifications there.
The best way to keep everyone on the loop whether it is about a conversation going on with one of your contacts or updates to a deal is to use @Mentions. @Mentions allow you to select a specific team member and leave him or her a note in any of your existing tabs where the activity timeline is available.
Adding mentions to anyone on your team is very simple. First, you need to click on the desired tab and then on the 'Add a note' section of the activity timeline and the '@' sign. Once you do, a list of all your active team members.
Click on the name of the team member you want to mention and add your message.
Once you hit the 'Enter' key, the note will be added to the activity timeline including the @mention.
As soon as the message is posted under the activity timeline, your team member will receive a notification under the notifications bell each time they are mentioned by you or other team members.
Opening up the notification, by clicking on it, will provide information about which 'app' the mention was created (1). In the example below, the notification belongs to the 'Contacts' app, more particularly for 'Katelyn Abel'. It also gives the team member the option to 'Go to Page' (2).