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Notifications

Why this matters

ZaazCRM notifies you when something concerns you: a lead gets assigned to you, someone mentions you, a new lead arrives from a form, a deadline is upcoming, a customer replied. Notifications are how the system keeps you in the loop without you having to manually check every module.

Where you see notifications

  • Bell in the top bar (always visible).
  • Email — for important events.
  • Browser push (optional).

Screenshot: notifications bell open

Notification types

  • Assignment — a lead, case, or task was assigned to you.
  • Mention — someone mentioned you in a comment or chat.
  • Stage change — a lead you follow changed stage.
  • Upcoming deadline — date reminder.
  • New email.
  • Customer reply — to email or form.
  • Workflow notification.
  • System — updates, admin messages.

Customize which notifications you receive

  1. Your avatar → Settings → Notifications.
  2. For each type, pick: bell, email, push, daily digest.

Daily digest

If you have many notifications, turn on Daily digest: a single email at the end of the day with everything. Useful so you're not interrupted each time.

Mark as read / archive

Notifications panel (click the bell): - Mark all as read. - Mark individually (takes you to the record and marks it read). - Archive.

Notifications are kept for 30 days typically.

Team notifications

Some notifications go to a whole team: "New unassigned lead", "Customer waiting 24h for response". On acting, it closes for everyone.

Watch out for

  • Email without filter = saturated inbox. Use email only for critical events.
  • Push can hit at awkward moments. Consider disabling during meetings.
  • Don't ignore critical system notifications.

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