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New Lead Notifications

New Lead Notifications

Owned by Romina Chu (Unlicensed)
Last updated: Nov 04, 2024 by Rebecca Kornblum
2 min read

Description

This article provides information about the New Lead Notifications icon on the main menu bar. The New Lead Notifications icon is shaped like a bell and has a number next to it that shows users how many new leads are assigned to them.

When a new lead is assigned, the icon shakes and its counter increases. A green popup notification appears to notify you of a new lead, which can be clicked to open the application.

image-20241104-223743.png

Viewing New Leads

  1. Click the New Lead Notifications icon.

    image-20241104-225507.png

  2. The New Lead Notifications popup window opens.

    image-20241104-225758.png

  3. Click a new lead to view it. Once viewed, the lead will no longer be listed in the popup.

    image-20241104-230706.png

     

  4. The new lead opens in the Record Details Panel.

    image-20241104-231250.png

Clearing the New Lead Notifications Queue

  1. Click the Clear Queue button.

    image-20241104-225925.png

  2. The New Lead Notifications popup window reflects the cleared queue and the New Lead Notification icon in the main menu bar is reset to zero.

    image-20241104-233326.png
    Cleared New Lead Notifications popup window

    image-20241104-233657.png
    Reset New Lead Notifications icon in the main menu bar.





 

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