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Notifications

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Notifications

What you'll learn

This guide explains how OneLead notifications work, the types of alerts you’ll receive, and how to manage them across mobile and desktop.

What Are Notifications?

Notifications keep you updated on important activity happening across your customers, team, and dealership.
You’ll receive notifications for:
  • Customer status changes
  • Interest updates
  • New customer assignments
  • Appointment reminders
  • Follow-up tasks
  • Customer check-ins
  • Shared customer details
  • System updates
  • Team activity
  • Message responses
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Accessing Notifications

📱 Mobile App (iOS & Android)

Step 1: Tap Activity (the bell icon) in the bottom-left corner.
A small badge number shows how many unread notifications you have.
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Step 2: Review your notifications
Notifications are displayed in two tabs:
  • All
  • Unread
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Step 3: Tap any notification to view more details
This will open the related customer record, check-in, assignment, or update.
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Step 4: Tap the back arrow (upper-left) to return to your notifications list.

💻 Web/Desktop App

Step 1: Click the bell icon in the upper-left corner of the screen.
Your unread count appears as a badge.
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Step 2: The notification panel slides out.
Step 3: Click any notification to open the associated record.
Step 4: Click Mark All As Read to clear your unread list.
Step 5: Click the X to close the panel.

Types of Notifications

Each notification gives you context about what happened, who did it, and which customer is involved.

Customer Status Updates

Example:
“Max Anderson updated the Lead Status for Drivewell Motors from Active to Sold.”
What it means: Someone changed the customer’s sales status.
What to do: Review the customer record if you need more context.
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Interest Status Updates

Example:
“Sophie Lee changed the Interest Status for John Down from Warm to Cold.”
What it means: A team member updated the customer’s level of interest.
What to do: Check the notes or history to understand why.
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Customer Check-Ins

Example:
“Ryan Harris logged a Returning Customer Check-In for John Doe at Plainview Motors.”
What it means: The customer visited the dealership.
What to do: Follow up after the visit.
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Assignment Notifications

Example:
“Thomas Walker has assigned John Down to Max Anderson.”
What it means: You’ve been assigned a new customer.
What to do: Open the record and make first contact.
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Shared Customer Details

Example:
“John Down has shared their details with Max Anderson.”
What it means: A customer submitted their contact information.
What to do: Reach out immediately—high-intent moment.
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Manual Additions

Example:
“Grace White manually added Sarah Smith to contacts.”
What it means: Someone added a new customer into OneLead.
What to do: Review if this affects your workflow.
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Notification Details

Each notification may include:
  • User icon – Initials of the person who performed the action
  • Action description – What happened
  • Customer name & details – Who it relates to
  • Status labels – Current status (e.g., Hot, Active, Sold, Warm)
  • Timestamp – e.g., “25 Jul at 6:00 am” or “20m ago”
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Notification Best Practices

Do:

  • Check notifications twice daily
  • Act on urgent updates immediately
  • Mark notifications as read after reviewing
  • Click through to see full details
  • Use notifications to stay aligned with your team

Don’t:

  • Ignore assignments or customer updates
  • Let unread notifications pile up
  • Dismiss alerts without reading them
  • Delay responses to customer-submitted details

Push Notifications (Mobile)

If enabled, OneLead can send alerts even when the app is closed.

📱 Enabling Push Notifications — iPhone (iOS)

Step 1: Open Settings
Step 2: Tap Notifications
Step 3: Scroll to OneLead
Step 4: Turn on Allow Notifications
Step 5: Choose your preferences (Lock Screen, Banners, Sounds, Badges)
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📱 Enabling Push Notifications — Android

Step 1: Open Settings
Step 2: Tap Notifications
Step 3: Tap App Notifications
Step 4: Select OneLead
Step 5: Turn notifications on
Step 6: Choose categories (High importance, Silent, etc.)
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💡
Pro Tip: Keep push notifications ON for customer-related updates so you don’t miss time-sensitive actions.

Email Notifications

Some OneLead environments send emails for:
  • Daily summaries
  • Weekly performance reports
  • Customer updates
  • Important system announcements
Managing email preferences:
Check your OneLead notification settings or speak with your administrator about available email options.

Troubleshooting Notifications

Not receiving notifications?

Try:
  • Checking OneLead notification preferences
  • Ensuring push notifications are enabled on your device
  • Confirming internet connection
  • Logging out and back in
  • Updating the app

Receiving too many notifications?

Try:
  • Adjusting notification preferences
  • Disabling non-critical categories
  • Switching to daily digest emails where available
  • Reviewing filters

Notifications not updating?

Try:
  • Pull-to-refresh (mobile)
  • Refresh page (desktop)
  • Closing and reopening the app
  • Restarting device
  • Clearing cached data

Can't mark notifications as read?

Try:
  • Refreshing the notification drawer
  • Restarting the app
  • Clearing browser/app cache
  • Contacting support if persistent

Notification Timing

Instant (Real-Time)

  • Assignments
  • Status changes
  • Check-ins
  • Shared details

Scheduled / Delayed

  • Daily summary emails
  • Weekly reports
  • System announcements
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Pro Tip: Real-time alerts help you act fast. Summary reports help you reflect and plan.