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Counter modes in CRM

Counters are reminders of activities in CRM. If you have an activity that needs your attention, a counter lights it up.

We have added a new counter mode: you can choose what notifications you want to receive. There are counters in deals, leads, contacts and companies.

Read other articles about counters in CRM:

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

Previously: "CRM item responsible person" mode

This mode is enabled by default. The person responsible for the CRM entity sees a counter for the total number of activities, no matter to whom they are assigned.

The responsible person sees two counters, even though he/she is responsible only for one activity.


Now: "Activity responsible person" mode

This mode can be enabled in the settings. In this case, users will see notifications only for their activities.

In this mode, you can filter activities by responsible person. Click on the search bar in CRM - Add Field and add the Activity responsible person field.


Select counter mode

Go to the CRM Settings - Other - Other settings - Activity tab - Counter mode.


Counter colors

The counters in the kanban are highlighted in different colors depending on the meaning.

Green — shows inbound activities.

Red — shows planned and overdue activities.

Red and green counter - appears when there are inbound, planned and overdue activities.

Operation of CRM item responsible person mode

Gray counter with a number
CRM item responsible person — another user.
Activity responsible person — you or your colleague.
Activity — planned or inbound.

Gray zero counter with a blue dot
CRM item responsible person — you.
Activity responsible person — you or your colleague.
Activity — future activity.

Gray zero counter with a gray dot
CRM item responsible person — another user.
Activity responsible person — you or your colleague.
Activity — future activity.

Operation of Activity responsible person mode

Gray counter with a number
CRM item responsible person — you or your colleague.
Activity responsible person — another user.
Activity — planned or inbound.

Gray zero counter with a blue dot
CRM item responsible person — you or your colleague.
Activity responsible person — you.
Activity — future activity.

Gray zero counter with a gray dot
CRM item responsible person — you or your colleague.
Activity responsible person — another user.
Activity — future activity.

    In brief:

  • Different people can be responsible for a deal and its activities.

  • Previously, the "CRM item responsible person" mode display counters for all activities in the deal.

  • Now you can enable "Activity responsible person" mode and receive notifications about activities you are responsible for.

  • Go to the CRM Settings - Other - Other settings - Activity tab - Counter mode to enable new mode.

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