FOCUS 01⊙
Action notifications
1See current items→Review
Type-based grouping
See tasks, emails, meetings, system items and warnings in separate scopes.
Notifications / Current action inbox
CRM notifications for tasks, meetings and follow-up
Review unread task, email, meeting, event and system items in a current action view.
PRODUCT VIEW
See how it works.
The Notifications view highlights the CRM updates that need your attention, rather than showing the entire activity history. It brings together activity records, preparation for upcoming events and relevant unresolved system signals. Counts and type filters separate work areas, with tools to mark one item or all items as read. The complete relationship history remains in Activities.
EXPLORE THE PRODUCT
Sample viewAction notifications
Task follow-upReview the related recordNotification
Upcoming eventCalendar contextNotification
Team actionWorkspaceNotification
Open the related record from the notification to review the next step.
01See current items
02Focus on a type
03Open work and manage read status
FROM NEED TO OUTCOME
Where this helps.
Reading the entire history in one list makes it harder to notice which item needs attention today.
WHAT YOU CAN WORK TOWARDS
Open relevant work from the current action view and review historical records in a separate timeline.
STEP BY STEP
How to use it.
- 01
See current items
Review relevant work and event signals in the unread action view.
- 02
Focus on a type
Filter by tasks, email, meetings or system updates to focus on the items you need.
- 03
Open work and manage read status
Go to the relevant record, mark the reviewed item as read or return to Activities for full history.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Action notifications
2Focus on a type→Review
Event preparation
Review reminder context for events entering their preparation window.
FOCUS 03↗
Action notifications
3Open work and manage read status→Review
Record navigation
Follow the notification's existing record link to the work's own screen.
FOCUS 04◇
Action notifications
4See current items→Review
Read status management
Organize the action inbox by marking one item or the whole view as read.
IN EVERYDAY WORK
What it looks like in practice.
You want to see work needing attention in the morning before reading the full history.
Start with the action view and move to the full activity history when needed.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
In-app notifications are included in every plan. Connected-module and provider signals depend on the relevant access.
- The current read view uses preferences stored in the browser. It does not promise synchronized read status across every device.
YOUR QUESTIONS
About this feature.
01Does marking a notification as read complete the task?+
No. Notification read status and task work status are different. Manage the actual work on its record screen.
02Where is the full history?+
Activities provides broader relationship history by type and source; notifications highlights current actions.
RELATED WORKFLOW GUIDES
You may also need these features.
Task recordsManage task title, description, status, priority, date, category and assignee alongside related CRM records.↗Kanban and board viewsAssess sales opportunity stages and task progress on their respective screens using boards or lists.↗Task attachmentsAttach images and supported documents to a task, with upload progress, file size and eligible previews visible.↗
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Customer relationships
Keep contact details, company relationships and past conversations in one shared record.
Tasks and Kanban
Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.
Calendar and appointments
Connect meetings, events and appropriately configured appointments to the team’s daily work.