Monarch - Bell Notifications - Deals Won This Week

This notification shows all the Deals that their status has been set to Closed Won this week. This notification is only avaiable to managers.

To access the notification

When the notification is enabled and if at least a deal 's status has been set to Closed Won, 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 "x Deals were won this week" 

After you click on the message, you will see the below screen. 

The Salesperson, Account, Agency or Deal names are clickable. Once you click on their name, their profile will show.

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 you have a new won deal.

 

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 Deals Won This Week.

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