Notification Center

About

The Notification Center surfaces actionable events across Goliath — new messages from contacts, task assignments, deal updates, workflow completions, and upcoming appointments. Notifications keep your team in sync by ensuring critical updates don’t get lost, and provide a single place to triage activity and jump directly to the source record.

Step-by-Step Guide

1. Access the Notification Center

   Click Notifications in the left sidebar. The bell icon at the top of Goliath shows your unread notification count and also serves as a quick link to this page.

   

2. Filter notifications by type

   Use the tabs at the top of the notification list to narrow by event type: All, Unread, Contact Assigned, Note Created, or Mentioned. The search box in the top-right lets you quickly find a specific contact or event.

3. Review and mark notifications as read

   Each notification displays the triggering event, the involved contact or record, and a timestamp. Click the notification row to mark it as read and navigate to the related record. Use the checkbox to select multiple notifications and bulk-mark them as read using the toolbar buttons.

4. Take action on the source record

   Clicking a notification opens the associated contact, deal, task, or workflow run in the main panel. From there, you can reply to a message, update a task, or review the workflow result — all without leaving the notification workflow.

Pro Tips

• Mute distractions during focus blocks: Adjust notification preferences in Settings → Notifications to disable in-app or email notifications for less-urgent event types.
• Use email digests for periodic review: Configure daily or weekly email summaries instead of real-time alerts for lower-priority notifications.
• Leverage team assignment: When a notification relates to a team-assigned deal or task, every contributor receives it — ensuring nothing falls through the cracks.
• Watch for workflow and enrichment completions: Notifications alert you when automated workflows finish or when property enrichment data is ready, so you can act immediately.

Frequently Asked Questions

Q: What types of events trigger notifications?

Common notification types include new inbound calls, texts, or emails; task assignments and due-soon reminders; deal stage changes; mentions in notes; workflow run completions or failures; and low credit balance warnings.

Q: How do I control which notifications I receive?

Go to Settings → Notifications to choose which events trigger notifications and which delivery channels (in-app, email, push) are used for each type.

Q: Can I see notifications I’ve already read?

Yes. The All tab shows both read and unread notifications. Use the Unread tab to focus only on new activity.

Q: Do notifications disappear after I mark them as read?

No. Read notifications remain visible in the All tab. Goliath does not automatically delete notifications, so you can always return to review past activity.