Notifications

The Notifications feature alerts you to incoming calls, upcoming task deadlines, meetings, and other important information that requires your attention. Start your day by clicking the bell icon and see what you need to do right away.

The notifications (bell) icon in the toolbar shows how many notifications you have. To check your notifications:

Bell icon notifications
  1. Make sure you are in one of the Sales for Redwood work areas or pages.

  2. Click Notifications (the bell icon).

  3. In Notifications:

    • Search for notifications by keyword.

    • Click the notification link to take you to the item you're being notified about. A missed call notification takes you to the activity stream for the contact that called, for example.

    • Click Dismiss to remove a notification from the list.

    After you click the notification or click Dismiss, the notification is removed.