Notifications: Overview
The Notifications panel (bell icon, top-right) collects alerts from across the CRM—events, assignments, imports, translations, webhooks, and more—so you never miss an important action.
1. Event Reminders
Whenever you schedule a Call or Reminder in the Calendar, you choose one or more lead-time reminders:
| Reminder Option | When it Fires |
|---|---|
| At time of event | Exactly at the scheduled start (e.g. “Your Call with John Doe is starting now.”) |
| 15 minutes before | 15 minutes prior (e.g. “Your Call with John Doe starts in 15 min.”) |
| 30 minutes before | 30 minutes prior |
| 1 hour before | 1 hour prior |
| 24 hours before | 1 day prior |
Notification text includes both the client name/ID and the exact event time, e.g.:
“📞 Call with client at 3:00 PM starts in 15 min.”
2. Assignment Alerts
On assignment you immediately see:
“📞 You have been assigned to Call with client at 3:00 PM, May 22.”
This includes the client name (or ID) and the scheduled time.
3. System & Integration Notifications
Data imports/exports
- Success: “✅ Clients imported successfully — 828 records.”
- Failure: “❌ Import failed” with a link to download error details.
Bulk cloning/translations: “Translated 100 strings from English → Spanish (OpenAI).”
Webhooks (e.g. Fireblocks, Huntli): “Transaction sent to Huntli” or “Error sending to Huntli.”
4. Viewing & Managing Notifications
Open the Inbox
Click 🔔 in the header to slide out your Notifications panel.
Read vs. Unread
Unread items are highlighted.
Clicking an item marks it as read and (when applicable) jumps you to the related record.
Persistent History
Notifications remain until you clear them—giving you a running log of all alerts.
5. Where to Configure
Calendar → Create / Edit Event
Choose reminder intervals in the “Notifications” dropdown.
Enter the client, date, time, and any description.