What is the notifications area?


Notifications area is located on the top right hand corner of the menu bar beside the gear icon. A red badge appears when you receive a new message (see A).

Types of messages received in the notifications area

  • Alerts when an existing contact has been assigned to you by another team member (see B).
  • Emails sent to a contact that doesn't exist in the OnePageCRM* (see C).

* To receive a copy of the email in notifications you need to use your unique Email dropbox address. To get this go to  Apps  >  Apps and Integrations  > Email > Configuration tab > Step 2: Option A.


What to do in the notification area?

  • Assign email to an existing contact: Mouse hover on the selected notification > click on Assign to Contact > type the contact's name > select contact from the drop-down > click on Assign.
  • Create new contact: Mouse hover on the selected notification > click on Create New Contact > fill in the form of the new contact > click Save.
  • View the text of the email: Mouse hover on the selected notification > click on Show email (opens a new tab).
  • View assigned contact: Mouse hover on the selected notification > click on View Contact.

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