# Notifications

> Stay on top of assignments, updates, and activity with in-app notifications, email digests, and SMS alerts.

The notification system keeps you informed about important events across the CRM - new conversation assignments, deal stage changes, form submissions, and more.

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## Notification Bell

The bell icon in the top navigation bar shows your unread notification count. Click it to open a popover with your most recent notifications.

Each notification shows:

- **Unread indicator** - a filled dot on the left for unread items
- **Title and body** - a brief description of what happened
- **Timestamp** - relative time (e.g., "2 hours ago")

From the popover you can:

- **Click a notification** to mark it as read and navigate to the related record (contact, conversation, deal, etc.)
- **Mark all read** to clear all unread notifications at once
- **View all notifications** to open the full notifications page

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## Notifications Page

The full notifications page is available from the popover link or by navigating to the Notifications section in the sidebar.

<DocShot src="/docs-screens/notifications.webp" alt="Your full notification history in one place." />

### Filtering

Three tabs let you filter the list:

| Tab | Shows |
|-----|-------|
| **All** | Every notification |
| **Unread** | Only unread notifications (badge shows count) |
| **Read** | Only previously read notifications |

### Actions

- **Click any notification** to mark it as read and navigate to the linked record
- **Mark read** button on individual notifications (without navigating away)
- **Mark all as read** button in the header to batch-clear everything

Notifications are paginated with 20 items per page. Use the Previous and Next buttons to browse older notifications.

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## Notification Types

You receive notifications for events such as:

| Notification | Example | Where it reaches you |
| --- | --- | --- |
| Assignments | A conversation or task assigned to you | In-app + email |
| Mentions | A teammate @mentions you in a note | In-app + email |
| New activity | A form submission, booking, or payment | In-app |
| SLA alerts | A conversation nearing its reply deadline | In-app + email |
| Digests | A daily summary of your day | Email |

- **New message** - a new inbound message arrived in a conversation
- **New deal** - an opportunity was created
- **Deal won / lost** - an opportunity was marked won or lost
- **Mention** - a teammate @mentioned you in an internal note
- **New contact** - a contact was added
- **Form submission** - a contact submitted one of your forms
- **Appointment booked / cancelled** - an appointment was scheduled or cancelled
- **Invoice paid / overdue** - an invoice payment was received or an invoice went overdue
- **Document signed** - a document was signed
- **Review received** - a new review came in
- **Task assigned** - a task was assigned to you
- **Missed call / voicemail** - you missed a call or a voicemail was left

Each notification includes a link to the related record so you can take action immediately.

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## Notification Preferences

You can control which notifications you receive and how they're delivered. Go to **Settings → Notifications** to configure:

### Channels

For each event type, you can toggle:

- **In-app** - appears in the notification bell
- **Email** - sent to your account email
- **SMS** - sent to your phone number (if configured)

### Digest Mode

Instead of receiving individual email notifications, you can batch them:

| Mode | Behavior |
|------|----------|
| **Instant** | Each notification sends an email immediately |
| **Hourly** | Notifications are bundled and sent once per hour |
| **Daily** | Notifications are bundled and sent once per day |

Digest mode only affects email delivery. In-app notifications always appear in real time.

### Quiet Hours

Set a time range during which notifications are held and delivered afterward. Useful for avoiding after-hours alerts. Quiet hours apply to immediate email and SMS delivery - in-app notifications still appear.

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## Real-Time Updates

Notifications update in real time. When a new notification arrives, the bell badge count updates immediately without refreshing the page. The same applies to the full notifications page - new items appear automatically.

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Source: https://seedlycrm.com/docs/help/notifications
