Get notified about updates, changes, or mentions within a record.
To access your notifications:
- Tap the bell icon at the top right of the screen
- Toggle between the Notifications and Mentions tabs to check for unread messages
Tapping over the notifications will take you directly to the record
To access your notifications preferences:
1- Tap on the gear symbol at the top right
Get notifications based on the following items:
- Record updates: fell out of cadence, activity overdue, deal started rotting, deal marked closed won/lost, deal moved stage
- Sharing: groups, routes, made the owner of a record, assigned an activity
- Notes & activities: follow updates when records have activities logged to them when notes are added to records or mentions inside notes of a record
To learn about notifications on Web, visit this article
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