Daily work
Notifications
Review new sales and system events requiring attention
Notifications collects events from records, communication, documents, and workspace operations into a manageable list
What this workspace includes
- Notification list
- Read state
- Event type and timing
- Links to affected work
Complete workflow
- 1
Open Notifications
Review newest items
- 2
Open the source
Continue to the affected record or workflow
- 3
Handle the event
Complete the required action
- 4
Mark reviewed
Keep the list current
How records and settings behave
- Read state distinguishes reviewed items
- Access controls which linked records can open
- Notifications preserve event timing
Working effectively
- Act from the source record
- Use notification preferences to control noise
- Do not use the list as a substitute for tasks
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Notifications?
Review newest items
When is my work saved?
Read state distinguishes reviewed items
How do I confirm the result?
Return to the related list or detail view and review its current status. Notifications preserve event timing