Notification settings

Notification settings are planned for HLB. The proposed feature would let each user choose which activity would alert them and how those alerts would arrive, so you could stay on top of new leads without extra noise.

Depending on the notification type, channels could include in-app, desktop, email, mobile and SMS. Preferences would belong to each user, so changing yours would not affect anyone else on your team.

What you could set

• Conversations: new conversations and messages, new assignments to you, new messages on assigned conversations, mentions, and messages on followed conversations.
• Live chat: would follow your conversation settings, with no separate setup.
• Tasks: reminders ahead of an assigned task's due date, plus daily summaries of due and overdue tasks.
• Appointments: alerts for new or assigned appointments and reminders before them.
• Reviews and other supported account activity could also send alerts.

You would manage these under Settings, then My Profile, then Notifications, and save your changes. Selecting a supported in-app notification would open the related conversation, task or calendar. Mark all as read would mark your unread notifications as read, and Clear All would remove current notifications from view.

Each calendar would also have its own notification options. You could set up email and in-app notifications for booked, confirmed, canceled and rescheduled appointments, plus reminders and follow-ups at times of your choice. Emails could go to the contact, guests, users or additional addresses.

Users who could see only assigned data would not receive notifications for unassigned leads. Admins could review notification preference changes in the audit logs.

In the mobile app, you would open Settings and run Diagnose Notifications to check your network, notification permission and sound. It would send a test notification so you could check lead alert delivery to your phone.