Notifications

Stay informed with real-time alerts for deals, tasks, and leads

Notifications keep you informed about important events across your CRM. A bell icon in the top navigation bar shows your unread notification count, and daily email reminders help ensure nothing falls through the cracks.

Notification Bell

The bell icon in the top navigation bar displays a badge with your unread notification count. Click the bell to open the notification panel and see your latest alerts.

Notification Types

OppLogix sends notifications for key events that need your attention:

1
Deal closing soon — a deal's expected close date is approaching
2
Task due — a task assigned to you is due soon
3
Task overdue — a task assigned to you has passed its due date
4
New lead assigned — a new lead has been assigned to you

Viewing and Managing Notifications

Interact with your notifications to stay organized.

1
Click the bell icon in the top navigation to open the notification panel
2
Click any notification to navigate directly to the relevant record (deal, task, or lead)
3
Click Mark as read on individual notifications to dismiss them
4
Click Mark all as read to clear all unread notifications at once

Daily Email Reminders

Every morning at 8 AM, OppLogix sends an email summary of your upcoming tasks and deals that need attention. This ensures you start each day with a clear picture of your priorities, even before you log in.

Check your notifications regularly to stay on top of approaching deadlines. The bell badge count updates automatically so you can see at a glance whether new alerts have arrived.
Notifications are checked every 15 minutes via a server cron job. Daily email reminders are sent at 8 AM. There may be a short delay between an event occurring and the notification appearing.

Frequently Asked Questions

The system checks for new notifications every 15 minutes. Daily email reminders are sent once at 8 AM.

Notification preferences are a planned feature. Currently, daily email reminders are sent to all users with upcoming tasks or deals.

The bell icon is in the top navigation bar, to the left of your profile menu. A red badge shows the number of unread notifications.

Clicking a notification navigates you directly to the relevant record — for example, the deal detail page or the task detail view.

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