Before you begin
Notifications can appear in the app, by email, or through push alerts depending on workspace settings, browser permissions, and your role.
Check notifications
- Open the notification bell in the header
- Review unread alerts
- Click an alert to open the related record or workflow
- Mark alerts read when finished
Update notification settings
- Open notification settings from Profile or Settings
- Choose email, in-app, and push preferences where available
- Save changes
- Test with a meeting, task, or new contact alert
What you should see
Unread notifications should appear in the bell, and enabled notification channels should receive the alert types you selected.
Common issues
- No push alerts — check browser and device permission
- Too many alerts — turn off non-critical notification types
- Missing admin alerts — your role may not receive that event type