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Notification Center

Accessing and managing In-app notifications in Salestrekker 2.0

Lilly avatar
Written by Lilly
Updated yesterday

To stay informed about the progress of your work, you can enable In-app notifications in your account settings. This feature will send notifications for any desired changes directly to your account and you can view them while you are logged in.

You can access these notifications in the Notification Center.

To open it and view all new messages, go to the bell icon located at the top right of your screen.

Here you will first see all unread messages about the most recent deal, task, notes, files and/or client portal changes (depending on your notification selections in settings).

You will also see messages (deal/task note) in which another user has used the @ symbol to tag or mention you.

Clicking the little arrow icon next to each item will expand the message and show more details.

Once you've seen and read the newest message, you can select and mark it as "Read" to remove it from the "Unread" list.

You can still view all received notifications that have been read under the "Read" section. From there, if needed, you can change them back to being unread.

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