What is the Notifications area?

In the notifications area, you'll find updates about activities that have been assigned to you from another team member like a contact or a Next Action. This is also where you'll find any unassigned emails. 

In this article:
Types of updates in the Notifications Area
How to access the Notifications Area
Working with Unassigned Emails

Types of updates in the Notifications area

  • 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 either via a bulk update, import or webforms like Wufoo, Mailchimp forms or Unbounce.
  • Unassigned emails: When you use your email capture address on an outgoing email (or forward an incoming email) to a contact that doesn't already exist in the CRM but you want to log this email against an existing contact or create a new contact who does not already exist in your OnePageCRM account.

How to access the Notifications area

1
Click on the bell icon to see al l Notifications. 
Click on each notification individually for more details or you have the option to See all Notifications.
Click on  Unassigned Emails to work with emails only.
Note: Click on Mark all as read to dismiss all notifications. 


2
Once you click on a Notification, you're taken to your dedicated notifications page where you can click to find out more details for both assigned contacts, actions and unassigned emails. To dismiss the notifications (and remove the red notification badge), you can choose to "Mark all as read".

Working with Unassigned Emails 

  • Here you can assign an email to an existing contact by clicking on the Search contacts bar → select the preferred contact → Assign.

  • Assign an email to a new contact by clicking Create new contact

  • Delete unassigned email by clicking Delete.

NOTES
  • The red notification badge will disappear when all notifications are manually dismissed.
  • When you assign emails to an existing or new contact, the email will be found under the contact's Activity timeline.

Still need help? Contact Us Contact Us