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Notifications & reminders

CleverSales keeps a rep in the loop with push and in-app notifications, and a dedicated Reminders screen for anything that needs a follow-up.

What triggers a notification​

  • A new lead is assigned to you.
  • A new unassigned lead arrives — every sales rep is notified, which is how a rep sees a fresh web-form lead land before anyone has claimed it.
  • A customer accepts or declines your quote through its public link.
  • A reminder comes due.
  • A colleague @mentions you in a note — on a deal in this app, or anywhere in CleverOps (see Mentions).

The Notifications screen​

Open it from the bell icon on Home, or from Profile → Inbox. It lists every notification with an unread dot for anything not yet seen, a Mark all read action, and tapping any entry jumps straight to the lead or quote it's about.

Waiting on you sits at the top whenever a note has tagged you and you have not acknowledged it yet — including a note you tagged yourself on. Each card says who tagged you and on what, shows the note in full, and has Open (for a deal, quote, customer or journey) and Acknowledge. Tapping the mention's notification only marks the notification read: the mention keeps waiting — and the person who wrote it keeps seeing Waiting on your name under their note — until you tap Acknowledge or add a note of your own on that record.

Reminders​

A reminder can come from three places:

  • A lead, using its Remind me action (see Leads on the go).
  • A quote, using Set follow-up reminder (see Quotes & catalog).
  • A logged call, from the Remind me option offered right after you record how the call went (see Contacting a prospect).
  • Standalone, created directly on the Reminders screen with a title, notes, and a due date and time.

The Reminders screen groups reminders into Overdue, Today, and Upcoming, with a toggle to show completed ones as well. Swipe a reminder right, or tap its check, to mark it done. A snooze button pushes a reminder to tomorrow at 09:00.

A due reminder triggers a push notification within roughly 5 minutes of its due time.

Where notifications go​

Notifications are delivered to whichever phone the rep last signed in on.