Notifications

Alerts tell you when something needs you: a task assigned to you, a customer waiting for a reply, an appointment about to start. They are personal: you see only your own, for the company you are in. This guide covers the bell, the Notifications page, every alert and who receives it, and the settings you control.

Everyone in the company, whatever their role, has alerts and can change their own settings.

The bell

The top bar of your company's pages has a bell, Alerts, with the number of alerts you haven't read yet. The same number appears next to Notifications in the sidebar.

1. Select the bell. It shows your 6 newest alerts, read or not, each with its time and a dot in its group's colour.
2. Select an alert to open what it is about, or View all to open the Notifications page.

While a page is open and in view, the count and the list refresh every minute, and again when you come back to the tab. The browser tab's title starts with the count, for example "(3)", and so does the app icon on devices that show badges. Refreshing stops after 30 minutes without a click, so a forgotten tab does not keep your session open.

The Notifications page

Select Notifications in the sidebar, or View all in the bell.

• Alerts are listed newest first, 30 to a page, under a heading for each day: Today, Yesterday, then the date. Days and times follow the Time zone in your settings on this page (UTC until you choose one).
• Unread alerts carry a New badge.
• Select an alert to open what it is about, such as the deal, conversation, ticket, quote or your plan. Opening it marks it as read.
• A read alert has Mark as unread, to keep it in front of you.
• Mark all as read at the top clears the count.

Filters

At the top of the list, choose All or Unread, and All groups or one group. The two choices combine: for example Unread and Leads shows only the lead alerts you haven't read.

Each group has its own colour dot, shown in the filters, in the list, in the bell and next to the phone settings.

What you are told, and when

"In the app" means the bell and the Notifications page, and your phone too once you turn phone notifications on.

Something nobody is responsible for, such as an unassigned conversation, creates no alert, except the speed-to-lead alerts, which then go to the managers. The speed-to-lead alerts, the unusual-day alert and the digests are set up by your managers. See Alerts and digests.

Each alert is sent once. Running reminders again never repeats one you already have. Reminders are checked every 15 minutes, so an appointment reminder can arrive up to 15 minutes later than the hour before.

Notifications on this phone or computer

The panel Notifications on this phone or computer on the same page sends your alerts to the device you are using, even when the page is closed.

1. Open Notifications on the phone or computer, signed in at the address you use for this company.
2. Select Turn on, and allow notifications when the browser asks.
3. Select Send a test to check that it works.

Turn off stops them on this device. The panel shows where this device stands:

Phone notifications show the same words as the list, under the company's name. The full details are on The app on your phone: what passes through the phone maker's service, what a signed-out phone shows, and how a burst of alerts is grouped.

Which alerts reach the phone

Under Which alerts reach the phone, tick the groups you want on your phone and clear the others. All six are ticked until you change them. Every alert still shows in the list and in the bell: only the phone is spared.

Quiet hours

Under Quiet hours, choose From and Until, by the hour, in the Time zone set under Email and language. The page shows that time zone next to the hint.

• Hours can wrap past midnight: From 22:00 Until 07:00 keeps the night quiet.
• Set both, or leave both on Off. Choosing the same hour twice turns quiet hours off.
• During quiet hours nothing reaches the phone. The alerts wait in the list and the bell. An alert held back this way is not sent to the phone later.

Select Save phone settings. These choices apply to you in this company only, on every device you turned on for it.

Email and language

The Email and language settings are unchanged. They apply to you, in this company only.

1. Open Notifications and scroll to Email and language.
2. Tick or clear Send me reminders by email. It is on until you change it.
3. Owners and administrators: tick or clear Send me the daily business digest and Send me the weekly business digest on Monday.
4. Choose the Email language.
5. Choose your Time zone. It decides when your daily reminders and digests arrive, how the list groups days, and when your quiet hours start. Until you choose one, it is UTC.
6. Select Save.

Emails go only to an active member with a confirmed email address. If one email fails, the alert stays in the app.

Good to know

• Old alerts are removed every night: alerts you have read once they are more than 90 days old, and any alert more than 180 days old. What they point to, such as the deal or the conversation, is untouched.
• There are no text-message notifications, and new messages are not collected into an email.
• When a contact's data is erased, the text of alerts about them is erased too.

Troubleshooting

I don't get emails. Check that Send me reminders by email is ticked and that your email address is confirmed in your account. Only tasks waiting today, appointments soon and the business digests are sent by email.

My reminders arrive at the wrong hour. Set your Time zone under Email and language.

The bell shows alerts but my phone stays silent. Check that the alert's group is ticked under Which alerts reach the phone, that you are not inside your Quiet hours, and that the panel says Notifications are on for this device. Then try Send a test.

I'm not notified about new messages. You are notified only for conversations assigned to you, and at most once an hour for each.