Edition Qualifier: Notifications are available in all FreeAgent editions.
User Permissions: No special permissions are required.
Notifications are a great way to stay on top of your daily tasks and keep track of everything within the system. Be notified when you’ve received emails, have a next step due, or a team member has mentioned you on an Activity Timeline.
If you have your computer/mobile device sound on, you will also receive a friendly sound alert. Click on the bell icon to see information about the notification and clear them once you are done.
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Notification |
Description |
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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. |
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Email Received |
You will be notified when you receive an email from an existing contact in FreeAgent CRM. |
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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. |
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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. |
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Opportunity Assigned to Me |
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Account Assigned to Me |
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Next Step Assigned to Me |
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@mentions |
This notification appears when other users on your team mention you in their notes in any record within FreeAgent CRM. @mentions can’t be disabled. |
To learn more about notifications, visit our tutorial:
Notifications