Notifications

Overview

ZenTraq keeps you informed with real-time notifications about important events — new leads, deal updates, task reminders, WhatsApp messages, and more.

Notification Types

Lead Notifications

• New lead assigned to you
• Lead status changed
• Lead converted by a team member
• New inquiry from website form
• Lead score changed significantly

Deal Notifications

• New deal created/assigned
• Deal stage changed
• Deal won or lost
• Deal closing date approaching
• High-value deal activity

Task Notifications

• New task assigned to you
• Task due today
• Task overdue
• Task completed by team member
• Task deadline approaching (configurable)

Communication Notifications

• New WhatsApp message received
• Email reply received
• Missed call recorded
• WhatsApp opt-in/opt-out change

Approval Notifications

• New approval request assigned
• Your submission approved/rejected
• Approval escalated (overdue)

System Notifications

• Import completed
• Export ready for download
• Bulk operation completed
• Workflow execution completed/failed

Notification Channels

In-App Notifications

• Bell icon (🔔) in the header shows unread count
• Click to see notification list
• Click any notification to navigate to the record
• Mark as read / Mark all as read

Email Notifications

• Critical alerts sent to your registered email
• Configurable per notification type
• Daily digest option (coming soon)

WhatsApp Notifications (for agents)

• Get notified via WhatsApp for high-priority events
• Configure in Settings → Notification Preferences

Browser Notifications

• Desktop push notifications (if browser permission granted)
• Appear even when CRM tab is not active
• Click to open the CRM and navigate to the record

Notification Center

Accessing Notifications

1. Click the Bell icon (🔔) in the top header
2. View all recent notifications
3. Unread notifications shown with a blue dot
4. Filter by type: All, Leads, Deals, Tasks, WhatsApp

Notification Actions

• Click — Navigate to the related record
• Mark as Read — Clear the unread indicator
• Mark All Read — Clear all unread badges
• Settings — Go to notification preferences

Task Notification Badge

Separate from general notifications:

• Shows count of tasks due today + overdue
• Located near the bell icon
• Click to see today's task list
• Quick access to your daily priorities

Configuring Notifications

Per-User Preferences

Go to Profile → Notification Preferences:

Event	In-App	Email	Browser
New lead assigned	✅	✅	✅
Lead status change	✅	❌	❌
New deal assigned	✅	✅	✅
Deal won/lost	✅	✅	✅
Task due today	✅	✅	✅
Task overdue	✅	✅	✅
New WhatsApp message	✅	❌	✅
Approval request	✅	✅	✅

Toggle each channel on/off per event type.

Organization-Level Settings

Admins can configure default notification rules in Settings → Notifications:

• Default notification preferences for new users
• Mandatory notifications (can't be turned off)
• Quiet hours (no notifications between X and Y)
• Escalation rules (if not acted on in X hours, notify manager)

Real-Time Updates

ZenTraq uses real-time connections for:

• WhatsApp unread count updates
• New notification badges
• Live activity feed on dashboard
• Collaborative editing indicators

No need to refresh — updates appear instantly.

Tips

• Don't disable everything — Keep critical alerts (deals, tasks) active
• Use browser notifications — Catch important events even when not in CRM
• Check daily — Start your day by clearing the notification queue
• Act on task reminders — They prevent missed follow-ups
• Configure quiet hours — Avoid after-hours notification fatigue