Notifications in Playground CRM help you stay informed about important activity related to your leads and communication. From missed calls to new messages and application updates, notifications provide quick visibility so nothing gets overlooked.

The Notifications panel allows you to review recent alerts, filter them by type or date, and quickly understand what requires follow up.

Notifications are accessed from the bell icon located in the top right corner of your CRM. When you have new notifications, a red dot will appear next to the bell icon. This indicates that there are unread notifications waiting to be reviewed.
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Click the bell icon to open the Notifications panel.

If there are no notifications to display, you will see an empty state message indicating that no notifications have been received yet.
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Once the Notifications panel is open, you’ll see a list of recent activity related to your CRM. Notifications are displayed in chronological order, with the most recent items appearing at the top.

Each notification provides a quick summary of what occurred, such as a missed call, a new application, or a message related to a lead. Notifications may also include additional context, like the associated phone number, lead name, or location.
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New or unread notifications appear under a New heading at the top of the panel. These items indicate activity that has not yet been reviewed.

To clear unread notifications, click Mark all as seen. This will mark all current notifications as read and remove them from the New section.
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As your notification list grows, you can use filters to narrow down what you’re viewing and focus on specific types of activity.

At the top of the Notifications panel, click Add filters to open the filtering options. From here, you can refine notifications using the following fields:

• Received date
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Use this field to filter notifications based on when they were received.

• Notification type
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Use this dropdown to filter by specific notification categories, such as Email, SMS, Applications, or Missed calls.

You can apply one or multiple filters at the same time. Once you’ve selected your filters, click Done to update the notification list.

If filters are applied, the filter button will reflect the number of active filters. To remove all filters and return to the full notification list, click Reset.
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Each notification in the panel represents a specific type of activity in your CRM. The notification type helps you quickly understand what happened and whether follow up may be needed.

These appear when a call to your CRM phone number is not answered. The notification displays the phone number that called, when the call occurred, and the associated location. In some cases, a missed call notification may also indicate that a new lead was detected from the call.

SMS notifications appear when a text message is received or when there is activity related to SMS communication. These notifications help you quickly identify incoming messages that may require a response.

Email notifications appear when there is activity related to CRM emails, such as replies from leads. The notification typically shows the sender’s name, a preview of the subject or message, and the associated location.

Application notifications appear when a new application is submitted. These notifications include the applicant’s name and the location the application was submitted for, making it easy to spot new enrollment activity.

Each notification provides a brief summary so you can quickly scan activity without navigating away from your current view.
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Clicking a notification will take you to the most relevant place in CRM based on the type of notification and whether it is associated with an existing lead. For email and application notifications, clicking the notification will open the associated lead profile. From there, you can review the lead’s information and continue any follow up directly.

For missed call notifications, the outcome depends on whether the call is associated with an existing lead. If the missed call is already linked to a lead, clicking the notification will take you directly to that lead’s profile. SMS notifications follow the same behavior. If the message is associated with an existing lead, clicking the notification will take you directly to that lead’s profile.
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When a missed call or SMS notification includes a New lead detected indicator, clicking the notification opens the Convert to lead window. This allows you to quickly create a new lead directly from the notification without navigating away. For missed call notifications, Playground automatically generates a call summary and transcript if the lead has left a voicemail. These are available in the Convert to lead window so you can review the conversation before saving the lead.
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When you convert the call, AI driven lead autofill may prefill lead details based on the call content, such as the caller’s name, phone number, email address, and other information shared during the conversation. Each prefilled field includes a confidence indicator to provide additional context before saving.

For SMS notifications, the same AI autofill process is used when converting a message into a lead. If identifying details are shared over text, that information can be pulled from the message history and prefilled when converting the notification into a lead. You can review and edit any prefilled fields before saving, making it faster to capture new inquiries from notifications while keeping lead information accurate.
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