Counters remind users about activities in CRM. When an activity needs attention, the counter appears on the related CRM item.

You can now choose which activity notifications you want to receive. Counters are available for deals, leads, contacts, and companies.

Counters in mobile CRM
Notification center: How to get activity reminders

CRM item responsible person mode

This mode is enabled by default.

The person responsible for the CRM item sees counters for all activities in that item, no matter who the activity is assigned to.

For example, a user may see two counters in a deal even if they are responsible for only one activity.

Activity responsible person mode

You can enable this mode in the settings.

In this mode, users only see notifications for activities assigned to them.

You can also filter activities by activity owner.

To add this filter:

1. Open the CRM search bar.
2. Click Add Field.
3. Select Activity responsible person.

Change the counter mode

To select a counter mode:

1. Go to CRM Settings.
2. Open Other > Other settings.
3. Open the Activity tab.
4. Select a value in Counter mode.

Counter colors

Counters use different colors to show activity types.

• Green — Incoming activities
• Red — Planned and overdue activities
• Red and green — Incoming, planned, and overdue activities at the same time

How CRM Item Responsible Person Mode Works

Gray counter with a number
CRM item responsible person: another user
Activity responsible person: you or another user
Activity type: planned or incoming

Gray zero counter with a blue dot
CRM item responsible person: you
Activity responsible person: you or another user
Activity type: future activity

Gray zero counter with a gray dot
CRM item responsible person: another user
Activity responsible person: you or another user
Activity type: future activity

How Activity Responsible Person Mode Works

Gray counter with a number
CRM item responsible person: you or another user
Activity responsible person: another user
Activity type: planned or incoming

Gray zero counter with a blue dot
CRM item responsible person: you or another user
Activity responsible person: you
Activity type: future activity

Gray zero counter with a gray dot
CRM item responsible person: you or another user
Activity responsible person: another user
Activity type: future activity