Monarch - Bell Notifications - Accounts Requested to be Reassigned

This notification shows all the accounts that have been submitted to a manager and waiting for approval. This notification is only available for managers.

To access the notification

When the notification is enabled and if at least a new account has been submitted, then you will see the notice next to the Bell icon located on the upper right corner of your screen. Once you click the Bell icon, you will see the message of "xx Accounts were requested to be reassigned."

After you click on the message, the Prospecting page will show. Please see this article to learn about Prospecting page: Monarch - Prospecting Page - Multi-Stage - Manager

To remove the notification

You can remove this notificaiton from the Bell icon by clicking Bell icon and then the checkmark next to notice message. Please keep in mind this notice will show on the Bell icon again once a new account has been submitted.

Note: If you accidently removed the notification from the Bell icon, you can still access the screen of the notificaiton by navigating to Prospecting from the left navigation pane.

To disable the notification

If you don't want to receive the notice, please turn it off by 

1. Clicking on the Bell icon in the top right corner, and then click on the gear icon. 

2. Click Default Notifications tab.

3. Click Off in front of the Accounts Requested to be Reassigned.


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