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.
Edition Qualifier: Notifications are available in all FreeAgent Editions.
User Permissions: No special permissions are required to enable notifications.
Prerequisites: To receive notifications for newly received emails, pair your email with FreeAgent CRM. To learn how to, please visit the following tutorial:
Pair Email Address
In this tutorial we will cover:
- Navigate to Notifications
- Where Can I See my New Notifications?
- Different Notifications Available
- @mentions
Navigate to Notifications
To configure them, click on 'Notifications' under the 'Settings' in the menu. You can also use the search function and start typing 'Notifications' to get there faster. 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).
Where Can I See my New Notifications?
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.
|
Notification |
Description |
|
Next Step Reminders |
Receive a notification before the Next Step’s due date. You can select how far in advance you would like to be notified. |
|
Email Received |
You will be notified when you receive an email from your existing contacts in FreeAgent CRM. |
|
Email Opened or Clicked |
Special notification that alerts you when a contact opened/clicked an email. It is great to give timely follow-ups right after. Requires Email Tracking. |
|
Contact Assigned to Me |
When another user in your organization assigns you to a contact, opportunity, account, or next step, you will receive a notification. Clicking on the notification takes you to the details page. |
|
Opportunity Assigned to Me |
|
|
Account Assigned to Me |
|
|
Next Step Assigned to Me |
|
|
@mentions |
This occurs when other users on your team mention you in their notes in any record within FreeAgent CRM. @mentions can’t be disabled. |
Next time one of your contacts sends you an email, or if a member of your team assigns you a contact, account, opportunity, 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. To see your notifications just click on the icon.
There would be different actions to perform according to the type of notification. For the new email received you will be able to see the email detail and reply. If a new record was assigned to you, you will be able to see the detail and go to the record's page right from the notification.
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.
@Mentions
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 users. Click on the name of the user you want to mention and add your message. You can also expand the note in case you would like to add some styles and even some emojis.
Once you hit 'Enter', or click the 'Save' button, 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. 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'.