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Notifications

The bell in the application header opens the notification panel, with an unread indicator.

The notification panel

What generates one​

  • Being @mentioned in a note or comment.
  • Activity on a record you follow.
  • Assignment of a record or activity to you.

Following​

Following a deal or contact subscribes you to its notifications without owning it, which is how someone stays informed about a deal they are not running.

Reading​

Opening a notification takes you to the record it refers to and marks it read. The unread count updates live over the shared WebSocket connection, so a colleague's action updates your badge without a refresh.

Preferences​

/settings/notifications controls which categories you receive.

Visibility​

Notifications never reveal records you cannot see. A notification for a record whose visibility changed does not become a way around visibility groups.