Notifications & Alerts in KeenCRM

Overview

KeenCRM's notification system keeps you informed about important events and updates across your CRM.

Types of Notifications

• Task assignments: When a new task is assigned to you
• Task due dates: Reminders for upcoming task deadlines
• Deal updates: When a deal you're involved with changes status
• Commission earned: When a new commission is created for you
• Mentions: When someone mentions you in a note or activity

Viewing Notifications

1. Click the bell icon (🔔) in the top-right corner of any page
2. A dropdown shows your recent notifications
3. Unread notifications show a badge count on the bell icon

Managing Notifications

• Click a notification to navigate to the relevant record
• Mark notifications as read by clicking on them
• Configure notification preferences in Settings → Notifications

Tips

• Check notifications at the start and end of each day
• Use task notifications to never miss a follow-up deadline
• Commission notifications let you know when you've earned new commissions