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Where do I see my notifications in the CRM?

Under the bell at the top of the screen. A red counter shows how many are unread; choose one to open what it is about, or choose Mark all read.

The bell at the top of the CRM opens your notifications, newest first, with a red counter for the unread ones. They include new enquiries, leads assigned to you, leads that have gone quiet, follow-ups that are due or overdue, viewings coming up, and listings published to the portal or refused.

Choose a notification to open the lead, property or calendar page it is about; that also marks it read. Mark all read clears the counter.

Read and unread are kept on your account, not in the browser, so a notification you read on your computer is read on your phone too.

What reaches the bell, and what is also emailed to you, is set per event under Settings (the gear) → Notification preferences. See "Does the CRM include reminders?".

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