How do I access Alerts Notifications in CRM?

The Alert Notification feature in Journey AI CRM helps the agents keep track of the prospect's activities. An alert notification is generated when the prospect under their pipeline does an action like scheduling a tour, opening an email, filling out a contact form, etc.

 

a. Log in to  https://accounts.hyly.app and navigate to the CRM app.

b. You will find the bell icon    at the top right. If you have alert notifications, it will show the number of alerts beside the bell icon, or else it will show 0.

 

alert notification 1

 

c. On clicking the the bell icon, it will expand. 

d. Alerts tab will display all the alerts available. You can scroll down to view all.

e. Click on the alert to view the details on the contact card.

 

alert notification 2

 

f. You can reschedule, cancel, or delete the alert from the contact card.

 

Alert notification 3

 

g. The mic button is to mute or unmute alert notifications.

 h. See All Alerts tab will direct you to the Alerts Log page, where you can 

 

alert notification 4

 

Next:

How do I search for individual Contact Cards in CRM?