How to Use the Notifications Icon in REsimpli
Step 1: Open Notifications
Click the bell icon in the upper-right corner of the REsimpli web app.
Step 2: View Notification Activity
The notification panel displays recent activity, including:
Missed Calls
Assigned Tasks
Task Due Dates
Incoming SMS
Team Mentions
Lead Assignments
Step 3: Filter Notifications by Category
Use the available tabs to filter notifications by specific categories, such as missed calls or tasks.
Step 4: Open Notification Details
Click any notification to open the related record or lead profile directly.
Step 5: Mark Notifications as Read
You can manually click Mark as Read to remove notifications from the unread list.
Step 6: Manage Activity Efficiently
Use notifications to quickly:
Open lead profiles
Review updates
Respond to messages
Take action on assigned tasks
Step 7: Contact Support if Needed
Reach out to REsimpli support if you need help managing notifications or notification settings.