When there are pending Opportunities, Unread Messages, or outstanding Tasks, there will be notification icons in the top navigation.
Note: If there are no Opportunities, Unread Messages, and/or outstanding Tasks, the respective notification icons will not appear.
Opportunities - If there are any Opportunities currently on the dashboard, they will be represented by a star icon in the top navigation. Clicking this star will open the list of pending opportunities which you may click individually to navigate directly to a given opportunity form.
Unread Messages - If a lead sends a message to the firm's Lead Docket Texting Number, it will appear as an Unread Message on the Intake Dashboard but you will also see the message notification icon. Clicking this icon will open the list of unread messages which you may click individually to see the message history for the given lead.
Tasks - If the user has any outstanding tasks that need to be completed, the task notification will appear in the top navigation. Clicking this icon will open the list of outstanding tasks which you may click individually to see the task details.