Notifications Hub

Steps

1. See a consolidated list of pending items that need a response or follow-up.
2. Open a notification to go directly to the record or action it refers to.
3. Clear items as you handle them to keep the count accurate for the whole team.
4. Use it alongside the menu badges for fast daily triage.

Tips

• The pending count appears as a badge in the menu, so you always know when there is something to review.

Related guides

• Overview & Action Center The home dashboard shows live KPIs and an action center that surfaces exactly what the office should handle next.
• Daily Briefing A morning summary that prepares the office and the field for the day: workload, pending items, route risks, filters due and upcoming holidays.