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Sales Partner Guide / Notifications

Notifications

1 min readSales Partner Guide
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Purpose

Notifications keep you updated on pipeline activity and account changes without needing to check every screen yourself — things like a task coming due, a lead's stage changing, or your account status being updated by an admin.

When to Use

  • To catch up on activity since you last opened the app.
  • When you want to confirm a task reminder or account update actually went through.
  • If you're missing alerts and want to check your notification settings.

How to Use

  1. Open the notifications list, usually reachable from the Dashboard.

  2. Review recent notifications — task due dates, lead updates, commission changes, and account status changes all show up here.

    Screenshot placeholder

    The Notifications list showing a mix of task, lead, and account alerts.

  3. Tap a notification to go directly to the relevant lead, school, or task.

  4. Adjust what you're alerted on and how (push, in-app) from Profile → Notification Settings.

TipKeep push notifications on for task due dates in particular — they're the easiest thing to lose track of when you're juggling several leads at once.
Common MistakeDon't rely on notifications alone to catch an account status change. If you're suddenly unable to access a feature, check your Dashboard or Profile directly rather than assuming a notification will always arrive first.