The notifications bell at the top of the screen alerts you when something needs your attention, so you don't have to keep manually checking on things.
Before You Start
Plan/Package: Requires the CRM add-on. The quote-viewed and deal-assigned triggers depend on Deals and Quotes, which are only available with the CRM add-on — this notification set doesn't apply with limited customer management.
What Triggers a Notification
A customer views a quote you sent them. (You also get an email for this one.)
A deal gets assigned to you.
A new lead comes in.
A customer declines an appointment invite you sent from the portal.
Click the check mark icon in the notifications panel to mark notifications as read.
Good to Know
Quote-viewed notifications tell you that a quote was viewed, not how many times.
A quote-viewed notification is a good cue to call the customer — you know they've just looked at it.
Known issue: notification delivery can be delayed — a quote being viewed doesn't always trigger the bell immediately. If a customer confirms they've viewed a quote but no notification appeared, that's a known gap being looked into, not something wrong on your end.
The CRM add-on is growing, and your feedback helps shape what comes next. Have an idea or a question? You can always chat with us for a fast response.