Notification
The Notifications feature keeps you informed about important CRM activity, acting as a central hub for all your alerts and updates.
Stay informed about important activities within your CRM system using the Notifications feature. This page serves as a central hub for all your CRM-related alerts and updates.
Accessing Notifications
- Locate the Notifications option in the sidebar.
- Click to open the Notifications Panel.
Understanding Notifications
The Notifications Panel displays a list of alerts related to your CRM activities. These alerts currently includes:
- Mentions in comment
- Task assignments/unassignment (changing assigned user)
- Lead/Deal assignments/unassignment
Managing Notifications
Within the Notifications Panel, you can perform the following actions:
- Open a Notification: Click on an individual notification to view the specific comment or activity it refers to. This action will also mark the notification as read.
- Mark All as Read: Click the dedicated button at the top of the panel to mark all your current notifications as read.
Assignment Rule
Assignment Rules automatically route leads and deals to the right agents based on predefined conditions, so nothing sits unassigned.
Custom Fields
Pixelwand CRM understands that every business has unique needs. That's why it offers customization options to tailor the system to your specific.