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Help Center

Overview
InboxMy Work vs NotificationsInbox View PreferencesSettings
Help CenterNotificationsNotifications Inbox

Notifications Inbox

A dedicated full-page workspace for triaging, archiving, snoozing, filtering, and searching every notification you have received.

Opening the Inbox

The inbox is the full-page view of every notification — beyond what fits in the bell dropdown.

Open /notifications from the Notifications entry in the left sidebar, from the View all notifications link at the bottom of the bell dropdown, or by pressingG then I from anywhere in the app. The inbox shows every notification you have received, grouped by day, with infinite scroll to load older history as you reach the bottom.

Layout
On desktop, the inbox is a two-pane layout — the list of notifications on the left, a detail view on the right showing the currently selected notification. Single-click a row to mark it read and surface its full content in the detail pane (Gmail / Outlook preview-pane pattern); use double-click, the Open button in the detail pane, orEnter to navigate to the linked record. On mobile, only the list is shown; tapping a row opens its full detail in a bottom sheet with the same actions (Open, Mark read / unread, Snooze, Archive), and Open takes you to the linked record.

Mode Tabs

Switch between four views of your notifications.

  • All — Every notification except archived ones. Default view.
  • Unread — Only notifications you haven't opened.
  • Snoozed — Notifications you have temporarily hidden. They return automatically when the snooze period ends.
  • Archived — Notifications you moved out of your main inbox. Still searchable but out of the way.

Filters and Search

All filters sync to the URL so you can bookmark or share a view.

FieldDescriptionTypeDefault
ReasonThe primary quick-filter, leading the filter row. Single-select by why a notification reached you: Any reason, Assigned to you, You were mentioned, You are watching, You own this, or Admin copy. It is often the fastest way to show just the things aimed directly at you, or just the ambient updates.dropdownAny reason
SearchFree-text search over the notification title and message. Results update as you type. Press / from anywhere on the page to focus the search input.input—
TypeMulti-select by notification type: @Mention, Task Assigned, Deal Stage Changed, Approval Request, Ticket Reply, Goal Achieved, Campaign Completed, and every other supported type. Types are grouped by the same categories shown in the settings page.chips—
PriorityMulti-select by priority: low, medium, high, or urgent.chips—
EntityFilter by the related entity type: Company, Person, Deal, Task, Ticket, Activity, Project, Invoice, Quote, Campaign, Meeting, Goal, Agent Run, AI Chat Run, or Workflow.chips—
Needs actionA single toggle that narrows the list to only the notifications that need an action from you (the same action-required types that can be sent to My Work). Turn it on to focus on what you have to act on, off to see everything again.toggleOff
Clear filters fast
When any filter is active, a Clear filters button appears beside the filter pills. It clears the reason, type, priority, entity, and search filters in one click. Only the active tab stays put.

Priority and Unread Indicators

Rows encode state through weight, a single accent, and text, never color alone.

  • Unread rows have a bold title and a small cobalt dot after the title. Once you open or mark a row read, the title returns to normal weight and the dot clears.
  • Priority label: a small text label appears beside the timestamp only for genuinely elevated items. Urgent priority and High priority read as plain neutral meta text, and low and medium rows show no label (they are the quiet default). There is no colored chip, tint, red, amber, or left ribbon: priority is called out in words, not color.
  • Snoozed rows display a Snoozed label next to the timestamp.
  • Type icons: a small monochrome icon to the left of the title reflects the notification type (bell, check, money, chat bubble, and so on) for quick visual scanning.

Per-Item Actions

Every notification row has quick-action buttons that appear on hover or focus.

  • Single-click a row — marks the notification as read, focuses the row, and loads it into the detail pane on the right. Stays on the inbox so you can continue triaging.
  • Mark read / Mark unread — toggle the read state without leaving the inbox. A read notification can be marked unread again.
  • Snooze — hide for a duration. Presets are 1 hour, 4 hours, Tomorrow, or Next week. A Custom time picker lets you choose any future date and time.
  • Archive — move the notification to the Archived tab.
  • Open — double-click the row, press Enter when focused, or click Open in the detail pane to jump to the linked record.
Opening marks as read
Single-clicking, double-clicking, pressing Enter, or using the Openbutton all mark the notification as read. Single-click stays on the inbox and previews the detail pane; double-click / Enter / Open also navigates to the linked record. If you don't want a row marked read, use Mark unread afterward — read state is fully reversible.

Notifications vs. My Work

The inbox is for things that happened — your to-do list lives in My Work.

A dismissible note at the top of the inbox states the rule plainly: "These are things that happened. Anything you need to do lives in My work." The two surfaces have clear, non-overlapping jobs:

  • Notifications = things that HAPPENED — you read or archive them. The inbox no longer duplicates your task list.
  • My Work = things you DO — you complete (capturing an outcome on completion), snooze, or reschedule them. It is your single prioritized scroll of tasks and follow-ups.
+ Add to My work
Some notifications are not just events — they need an action only you can take (an approval request, an agent question, an RSVP, a verification step). Those rows gain a + Add to My workbutton — in the hover cluster and in the detail-pane footer, right after Open. It creates a durable task in My Work that deep-links straight to where the real action happens, then archives the source notification so the work can never scroll away. Converting the same notification twice updates the existing task instead of creating a duplicate. The button is hidden for read-only users and any role that cannot create tasks.
Where did my reminders go?
Task-due-soon and activity reminders no longer appear as in-app notifications. The Overdue and Today sections of My Work— plus the reminder emails you already receive — cover them, removing the duplicate ping without losing the reminder itself. Adjust which reminders email you under Settings → Notifications.

Detail Pane

Selecting a row on desktop shows the full notification on the right.

The detail pane shows the full notification title, the complete message (no truncation), the notification timestamp, who sent it (for mentions and nudges), the priority, and a Related card naming the linked entity type. Action buttons at the bottom repeat the per-row actions: Open, Mark read / Mark unread, Snooze, and Archive.

When a notification is about something you can decide on the spot, the detail pane offers the action inline. An approval request, for example, shows Approve and Deny buttons right in the detail view, so you can clear it without opening another page. Acting on it there does the same thing as acting on it in its own surface, and it clears the matching item from My Work at the same time. See My Work vs Notifications for the full list of inline actions.

Bulk Actions

Select multiple notifications and act on them together.

Click the checkbox on each row to build a selection, or use the Select all visibletri-state checkbox in the inbox header to select every loaded row at once. The header checkbox shows an indeterminate (mixed) state when some — but not all — visible rows are selected, and toggles to clear or fully select on click. A bulk-action toolbar appears at the bottom of the list pane showing N selected and the available actions:

  • Mark read / Mark unread
  • Snooze — opens the snooze picker, same options as per-row snooze
  • Archive
  • Delete — requires an inline confirmation (Delete permanently?). Deletion is irreversible.
  • Clear — clears the current selection without performing an action
Bulk operation limits
Each bulk action is capped at 1,000 notifications per request. If you have more than 1,000 selected items, the request is rejected with an error — split the operation into smaller batches.

Mark All as Read

Clear the entire unread badge with one click.

When there are unread notifications, a Mark all as read button appears in the inbox header next to the unread count badge. It is rendered as a primary-tinted pill so it reads as an actionable affordance — not a passive link. Clicking it marks every unread notification in your account as read (not just the ones currently loaded), updates the bell badge to zero, and surfaces a confirmation toast like "30 notifications marked as read". The reported count comes from the server and reflects the real number of rows that flipped from unread to read — re-clicking after everything is already read is a safe no-op.

Keyboard Shortcuts

Navigate and act on notifications without touching the mouse.

GthenIOpen the inbox from anywhere
Jor↓Focus the next notification
Kor↑Focus the previous notification
EnterOpen the linked record
UToggle read / unread on the focused item
EArchive the focused item
SOpen the snooze picker for the focused item
/Focus the search input
?Open the shortcuts help sheet
EscClose open modal (snooze picker, shortcuts help)
Shortcuts pause while typing
Keyboard shortcuts are suspended while you are typing in the search input or any other text field. Press Esc to blur the input, or click outside it, to resume shortcut handling.

Day Grouping and Infinite Scroll

Rows group into Today, Yesterday, This week, and Older buckets, with sticky headers as you scroll.

Notifications are grouped by day as you scroll, with sticky section headers so you always know which bucket you are reading. The list uses infinite scroll: 25 notifications load initially, and reaching the bottom automatically loads the next batch. A Load more button also appears if auto-loading is blocked by your browser. You can change how the list is grouped (by date, type, priority, or a single flat list) in your inbox view preferences.

Bursts are grouped, not spammed
When a lot of the same kind of thing happens at once, the inbox rolls the burst into one tidy summary row instead of a flood of near-identical entries, for example “3 deals moved stages” or “5 new emails.” Click the grouped row to expand it and see every item inside, and collapse it again when you are done. Nothing is hidden, the individual notifications are simply tucked under one heading.

Empty States

What you see when there is nothing to show.

Each tab shows a tab-specific message; the icon distinguishes "you're caught up" (a green checkmarkicon) from "your filters returned nothing" (a muted bell-with-slash icon).

  • All tab, no notifications — "You're all caught up. New notifications will appear here." with a Manage notification preferences link.
  • Unread tab, nothing unread — "No unread notifications. Everything has been read."
  • Archived tab, nothing archived — "No archived notifications. Notifications you archive will appear here."
  • Snoozed tab, nothing snoozed — "No notifications are snoozed. Snoozed items will appear here until they reactivate."
  • Filters returning zero results — "No notifications match these filters." with a Clear filters button.

Inbox vs. Bell Dropdown

When to use each surface.

The bell dropdown in the top bar shows your 30 most recent notifications across four tabs (All, Unread, Mentions, Assigned). Each row exposes up to three quick actions on the right: an Open button (a chevron) when the notification links somewhere, a Snooze button (a clock icon that opens a small menu with 1 hour, 4 hours, or Tomorrow) where snoozing makes sense, and a first-class Dismiss button (the X icon) that always appears and clears the notification from the bell in one click (it moves to the Archived tab). Opening the bell automatically marks every loaded unread item as read, the same behavior used by Facebook, LinkedIn, and Slack, so you no longer need to navigate to the inbox just to clear the badge for items you have already seen. New notifications that arrive after the bell is open are not auto-marked. The full inbox at /notifications adds search, filter chips, bulk operations, keyboard navigation, the detail pane, and infinite history. Use it when you need to triage a larger backlog or find something specific.

The badge is a dot, not a count
When you have unread notifications, the topbar bell and the Notifications entry in the left sidebar show a single quiet dot, not a running number. Notifications are things to know, so the badge is a glance-and-move-on signal, not a backlog to clear. The exact unread number lives inside the bell dropdown header and is announced to screen readers. My Work, by contrast, shows a numeric count you drive to zero. The two surfaces share one source of truth, so they never disagree. Other sidebar entries (Email, Messages, Agents) keep their own count badges.

Cross-Tab Sync

Read, archive, snooze, and delete actions propagate to every open tab in real time.

If you have the CRM open in multiple browser tabs, marking a notification read in one tab clears it from the bell, the sidebar badge, and the inbox in every other tab — usually within ~10 ms. The same applies to archive, snooze, delete, and bulk operations. There is no extra polling cost: tabs communicate directly through the browser's same-origin BroadcastChannel. Account-switching is protected — broadcasts from a different signed-in user or organization are ignored, and the unread count always reflects the server's authoritative value rather than a guess.

Error Handling

What happens when an action fails.

Mark-read, archive, snooze, and delete all use optimistic updates: the row visually flips immediately and the network request runs in the background. If the request fails (network drop, server error, or a race with another tab), the change rolls back and a small toast surfaces in the corner — "Couldn't mark this notification as read", "Couldn't archive this notification", etc. The toast is your cue to retry; the row returns to its previous state in the meantime.

Related Articles

My Work vs Notifications— The rule behind the two lanes, the bell dot, inline actions, the reason filter, and grouped rowsMy Work— Your prioritized scroll of tasks and follow-ups, and where converted notifications landNotification Settings— Configure per-type channels, digests, quiet hours, auto-watch, and browser pushKeyboard Shortcuts— Global shortcut referenceTeam Chat Overview— Team Chat and per-conversation notification controls
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