In-App Notifications

In-App Notifications

Stay on top of your work with In-App Notifications – your central hub for important activities. These notifications make sure you never miss a key event and keep you organized, whether it’s a new contact, task, message, or team action.

What You Can Get Notified About

  • New SMS/Text – Messages from contacts you’re assigned to.
  • New Task – Tasks created and assigned to you.
  • New Contact – Contacts created by other team members where you’re the assignee.
  • CSV Import Complete – Updates when an import finishes processing.
  • Agent Actions – Automation Action

You can also choose to receive notifications via email – perfect for staying on top of things even when you’re away from the app.

If you work with multiple teams, all notifications appear in one place, making it easy to manage everything without switching contexts.

    Overview

    • Click to View Notification Source – Jump straight to the contact, task, or transaction that triggered the notification.In-appNotificationsIntro3-1

    • Unread, Read, Archived Notifications – Keep your feed organized and focused.

    • Manage Notification Settings – Control what you see and how you get notified.

    How In-App Notifications Work

    Notifications are now located in the bottom menu, near your Tasks and profile photo. A yellow circle indicates the number of new alerts.

    Click the Notifications button to open a slide-out panel on the right, showing all notifications with the newest at the top.

     

    Notification Types & Actions

    New Contact

    • Opens the contact page

    • Quickly add an Automation, update Status, or create a Task

    New Text

    • Opens the contact page at the Communications tab

    • View, reply, or take further action

    New Task

    • Opens the specific task on the Tasks page

    • Edit or complete the task

    CSV Import Complete

    • Opens Contacts or Transactions page, depending on import type

    Agent Actions

    • Review the action, then confirm or deny it based on your needs.

    noti1

    Keep Your Notifications Organized

    Notifications have three states:

    • Unread – New and untouched

    • Read – Previously clicked and viewed

    • Archived – Removed from the feed

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    Tip: Sort by status to focus on the most important notifications. Archive items you no longer need to keep your list clean.

    Manage Your Notification Settings

    Take control of what you see and how you receive alerts:

    1. Click your name (bottom-left) → Account Settings

    2. Go to the Notifications tab

    3. In Activity Updates, toggle notifications on/off for each type and method

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    Pro Tips:

    • Keep In-App Feed notifications on for “SMS from an assigned contact.”
    • Enable CSV Import Complete notifications via email for import issue alerts.

    💡 Why it matters: With all your notifications in one place, you’ll never miss an important update. From messages to team actions, the in-app feed keeps you connected, organized, and ready to act.

    Need more help? Check out: Lendware Agents: Intelligent Suggestions That Put You in Control


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