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When can I expect to receive an “In-App Notification”?

Team Wealthbox
Team Wealthbox
  • Updated

If you have the “In-App Notifications” enabled, you can expect to receive a notification:

  • When a Note is updated

  • When a Note is created

  • When a Workflow step is updated

  • When a Task is created

  • When a Task is assigned

  • When a User is invited to an Event

  • When an Event is created

  • When a Contact is created

  • When an Opportunity is created

  • When a Project is created

  • When a File is added

  • When a Comment is added

  • When a Contact is bulk deleted

  • When an email reminder is not responded to

  • When a user is notified via an activity reply