Sales notifications
Sales notifications help sales users track important changes.
Screenshot needed: Sales notification list item
What this is for
Use sales notifications for follow-ups, deal updates, quotations, and other sales tasks.
Who uses it
Sales engineers, sales managers, and owners.
Steps
- Click the notification bell.
- Read the sales notification.
- Open the related lead, deal, follow-up, visit, or quotation.
- Complete the next action.
- Mark the notification read if it is not marked automatically.
Important notes
To be verified: final sales notification rules may depend on enabled notification types.
Common mistakes
- Missing follow-up due alerts.
- Opening a notification but not acting on the related task.
- Expecting notifications for records assigned to another user.