In LeadTable there are two ways to stay informed: the notification bell in the top right corner and @-mentions directly inside leads.
Notifications
Click the bell icon in the top right corner to open your notifications. You will find four tabs there:
Unread – New notifications you haven't seen yet.
All – An overview of all notifications.
Scheduled – Upcoming notifications, e.g. from alert rules with a scheduled time.
Archive – Completed or older notifications.
Use the gear icon in the notification overview to adjust your notification settings.
@-Mentions in Leads
In the detail view of a lead you can type @ in the description field to mention someone or set a reminder for yourself. A search field opens with three options:
Me (reminder for myself) – Sets a reminder just for you. You will receive a notification in the bell.
Team – Mentions an employee with access to the customer. The mentioned person is notified in the bell.
Customers – Mentions the customer directly, e.g. to point out a specific issue.
After selecting with the arrow keys and Enter or by clicking, the mentioned person or reminder is added to the lead's history.
How it works with Alerts
Alert rules also send their notifications to the bell – and, depending on the settings, by email as well. This way all notifications come together in one place.