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Updated notifications drop down

Updated notifications menu for managing your account

It’s now easier to view and manage unread notifications and unassigned emails in OnePageCRM.

When you have a new notification, the red badge appears showing the number of unread notifications in your account.

Update to notifications

What causes notifications to appear here:

  • Next Actions: When a Next Action has been assigned to you by another team member for one or more contacts.
  • Contacts: When contacts have been assigned to you by a team member, bulk update, import or lead generating form for example; Wufoo, Unbounce, MailChimp forms etc.
  • Unassigned emails: When an email sent to your OnePageCRM email dropbox address needs to be assigned to a contact.

Unassigned email notifications

Benefits of updated notifications page:

  • Clarity: You can clearly see all notifications from your account with a glance.
  • Bulk actions: Use the Mark all as read link to quickly clear notifications in one click.
  • Manage unassigned emails: Quickly assign any unassigned emails to relevant contacts or Create new contact for emails which do not match existing contacts.

 

Looking for a proven sales tool to help you close more deals? Sign up for a free 21-day evaluation of OnePageCRM and see how our Next Action Sales method can help you get sales done! blog-content-upgrade-CRM

 

 

 

 

Brian McHale
Brian McHale
Brian is a fan of all things technology, website and startup-related. A strong supporter of keeping the human 'personal touch' alive in sales, Brian is also a believer that "anything which can be successfully automated, should be".

3 Comments

  1. Thank you for this update and for continously imrpving OnePageCRM. Best regards, Chris

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