Certain actions you take will trigger a notification to a customer or prospective customer, to let them know about an update or to prompt them to take next steps. The following actions will trigger a notification being sent to the customer:
You will receive email notifications when any of the following events occur:
You can interact with notifications on the Lumi platform in two ways.
The bell icon at the top left will have a badge that indicates the number of unread notifications. Clicking on the bell will display the 15 latest unread notifications in the notification tray
All notifications can be viewed inside the Notification Center, which can be found by clicking “Notifications” in the header, or “See All” from the bell icon.
Each notification has an icon and title. Clicking on any notification will reveal additional content, including links to any attachments. Clicking the ‘go to’ link on the notification will bring you to the most relevant information for the notification.
In the Notification Center, expanded notifications have a filter button which can be used to filter to a topic such as a specific order, invoice, or quote. From the Notification Center, you can also filter by category if you wish to see a specific type of notification such as a paid invoice.
You can respond to both quote and order messages directly from your email and your message will appear inside the platform as well as sent via email to the supplier and any other collaborators for that message thread.
By default, you will always receive in-application and email notifications when you have a new message from a customer.
To further customize your notifications:
Note: When you turn on a notification type, you’ll receive updates from that type of action, across your entire team. Turning off a notification will not stop you from receiving those updates if you are the intended recipient of that workflow.
For example, if you turn off quoting notifications, you'll still receive a notification is a message is sent to you on a quote.