Notifications Center

Stay updated with everything that is going on with your business

Receive real time alerts

Be alerted instantly with any updates you should know about happening within your business.

New Leads

If a new lead has come through, the manager, and salespeople, are aware of it. Once the lead has been assigned to a representative, you are also alerted. This is to ensure each new lead is dealt with promptly in the correct manner.

New Enquiry

New enquiry from Bill Bezos has just come in through Acme Corp via email
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Overdue Reminder

Follow up quote for Jack Ellison from Acme Corp 2 hours ago
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Reminders

Set yourself reminders for tasks pertaining to specific customers. For example, a reminder to follow up a customer in a weeks time. In weeks time you will then receive a notification to follow up the customer.

Tracking

If there is an enquiry that you is of particular interest, perhaps a potentially big order, then you can track all the progress made with the prospect. You will receive notifications with every update.

Tracking

Mark has sent out a quote to Tim Jobs from Acme Corp for $4,950
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Interest

An enquiry has come in for an estimated $12,450 from Tim Jobs from Acme Corp
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Interests

When an enquiry comes through, that could be of potential interest to you, you will be notified immediately. You can edit your settings to choose what enquiries are of interest to you. For example if a large enquiry comes in, you will be notified immediately.

Communication

Discuss certain customers with other members of staff about progress updates, and be notified whenever there is a new comment about the customer.

Comment

Larry has just made a comment on your progress status for Warren Cook from Acme Corp
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Email Received

Jeff Page from Acme Corp has just sent you a new email
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Emails

Receive notifications whenever a prospect emails you about your products. In addition be notified when a scheduled email has been sent out to them.