Notifications

In simple words

Notifications is part of CRM & Sales. Be told when a lead or applicant needs you. This guide takes you through it in 4 short steps.

Where it fits in your work — Assign. A rule gives each lead an owner, who is notified and sees a due date.

Before you start

• You need to be signed in to your company's workspace. CRM & Sales appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Notifications belongs to Messages & applicants in CRM & Sales. Be told when a lead or applicant needs you.

Step by step

1. 1

   Step 1

   Open CRM & Sales

   Sign in and open the CRM & Sales panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “CRM & Sales Notifications”

   In the left menu of CRM & Sales, open the page called “CRM & Sales Notifications” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Other actions on this screen

   You will also see these buttons:

   • Mark all read
4. 4

   Step 4

   Done

   Be told when a lead or applicant needs you.

Tips

• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open CRM & Sales → Open “CRM & Sales Notifications” → Other actions on this screen → Done

What it connects to

• Projects

  A won deal creates the client and the project's starting point.

• Finance

  Invoices are raised for won clients without re-entering their details.

• Website

  Website forms feed your CRM directly.

• Social Media

  Campaign results sit next to the leads they brought in.

What you will see on this screen

These are the parts of the CRM & Sales Notifications screen, exactly as they appear in the product.

Why use CRM & Sales

CRM & Sales replaces crm & lead management software, on the same login and the same data.

• No enquiry slips through — every lead has an owner and a due date
• Stale leads are flagged before they go cold
• See which campaigns actually bring revenue
• Won deals flow straight into clients and projects

Who uses CRM & Sales

• Sales & enquiry teams

  Work leads, log notes and follow up on time.

• Managers

  See pipeline health, stale leads and which campaigns bring revenue.

• HR & recruiters

  Track career applicants with status, notes and resumes.

• Marketing

  Measure campaign spend, attributed leads and ROI.

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