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.
| 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 CR,M 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
Note: Click on Mark all as read to dismiss all notifications.
Note: Click on Mark all as read to dismiss all notifications.
How to work 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 emails 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.