Notifications and the bell

Read updates from the bell in the header, use the Notifications page's Inbox and Archived tabs, mark items read, archive them, and see which events notify you and which also send email.

Before you start

Notifications are personal: what you see and mark read is yours only, and does not change what teammates see.
The bell is in the top header on every page, so you don't need to be on the Notifications page to check it.

Read a notification

The notification bell popover open, listing two unread notifications with their title, message, and time, a Mark all read link at the top, and a See all notifications link at the bottom.

Select the bell icon in the header. A red badge on the bell shows your unread count (99+ once you pass 99); the badge updates on its own as new notifications arrive, without a page refresh.
The popover lists your unread notifications, each with a title, an optional message, and how long ago it happened.
Select a notification to open it. If it links to a related item — a response, an opportunity (a project in your pipeline), a task — you're taken there, and the item is marked read and removed from this list.
Select Mark all read at the top of the popover to clear every unread item at once without opening them.
Select See all notifications at the bottom to open the full Notifications page.

The Notifications page

The Notifications page with Inbox and Archived tabs, a Mark all as read button, and three notifications each with a title, message, and time, the unread ones shaded with a blue dot.

The Notifications page shows every notification you've received, not just the unread ones from the bell. It has two tabs:

Inbox — every notification you haven't archived, read or unread. Unread rows are shaded and marked with a blue dot.
Archived — notifications you've archived. They stay here so you can find them again later.

On this page:

Selecting a row with a link opens it and marks it read, the same as the bell.
Mark all as read, shown whenever your Inbox has unread items, marks every Inbox notification read without opening them.
Hover a row and select the archive icon to move it from Inbox to Archived. In Archived, the same icon restores it back to Inbox.
Select Load more at the bottom of a tab to fetch older notifications.

Which events send a notification

You get a notification when…	Who receives it	Also emailed?
Someone submits a form response	Every active user on the form's account	Yes
A teammate signs in for the first time	Account admins	No
A task is assigned or reassigned to you	The assignee	No
A task you reported is marked complete	The task's reporter	No
You're set as (or changed to) an opportunity's owner	The new owner	No
An opportunity's status or pipeline stage changes	The opportunity's owner	No
A document is added to your opportunity	The opportunity's owner	No
A note is added to your opportunity	The opportunity's owner	No
AI scoring finishes on a response	The owner of the connected opportunity, or the account admins when there is none	No
A form reaches its expiration and closes	Account admins	No
An opportunity enters Compliance for the first time (if your account has Compliance enabled)	The opportunity's owner	No

The person who takes the action is never notified about their own action. You also only receive notifications for the products you have access to: a user granted only Insights, for example, does not get response notifications.

What happens next

Archiving only changes which tab a notification is in — it is never deleted, and you can restore it from Archived at any time.
Read and archived state is per user. If a notification goes to several teammates (for example, a completed response), each person's read and archive state is independent.
For the one event that also sends email — a completed form response — the email and the bell notification arrive separately; reading one does not mark the other.
A few emails, such as your sign-in link and a status update sent to an applicant, are sent directly and never appear in the bell at all.

Common questions

Q: I got an email but nothing in the bell. Why? A: A handful of emails — your sign-in / invite link and the status update sent to applicants when you approve, shortlist, or decline a response — are sent directly and never create a bell notification. Everything else in the table above that's marked "Also emailed?" as No is bell-only.

Q: Can I turn notifications off? A: Not yet. There's currently no setting to opt out of specific notification types or channels — every event in the table above always creates a bell notification for its recipients.

Q: Why did I get notified about a response I didn't submit? A: A completed form response notifies every active user on that account, not just the person who created the form or the applicant. This is intentional so the whole team sees new activity.

Q: A teammate gets response notifications and I don't. Why? A: Notifications follow product access. If your user has not been granted the product that includes Forms and Responses, those notifications are not sent to you. An Admin on your account can check your Products on your profile. See Roles and permissions.

Q: I archived a notification by mistake. Can I get it back? A: Yes. Open the Archived tab on the Notifications page and select the restore icon on that row to move it back to Inbox.