Notifications

The bell in the top bar opens your notifications, and shows how many you have not read yet.

What sends a notification

These go to the account’s admins:

• New form submission: every form submission, and every Facebook lead
• a new booking, whether made through the widget or in the CRM
• a new deal
• a contact’s stage changing
• a new team member joining
• an automation’s Create Notification action

When a campaign finishes, the person who sent it is told whether it sent successfully, sent with errors or failed.

Every form submission, Facebook lead and widget booking also emails each admin.

Read and clear them

Click a notification to go to what it is about, such as the contact, booking or deal. Delete one you no longer need, or use Mark all as read to clear the count.

Notifications belong to the account you are in: switch accounts and you see that account’s.