Viewing Chats and Notifications Across Screens

In addition to accessing Recent Chats and Latest Notifications on the dashboard, you can also view them from several other screens:

• Pipeline

• Search Opportunities

• Calendar

• Reports

• Samples

• Recent Activity

To access your chats or notifications, simply select the chat or bell icon located in the top-right corner of the screen.

Identifying Unread Chats and Notifications

• If you have unread chats or notifications, a red dot will appear on the corresponding icon.

• To mark items as read, click the checkmark icon and confirm your selection.

• To filter for unread items only, select the Show Unread Only checkbox.