The Notifications tab within My Portfolio allows you to see account activity, such as health changes, new touchpoints, milestones, and more. 

Use notification filters

Filter events by the following:

• Flow: Filter events by the flow applied
• Event Type: Filter by type of activity, such as touchpoint, task, campaign, and more
• My Activity: Filter by only the events that you created

Process notifications

When a notification appears in your view, you can process it in the following ways:

• Take action, such as adding a touchpoint to engage your team and/or customer, or creating a task for yourself or assign to another user. If available, you may also request information or run a SuccessPlay.
• Dismiss the notification if it does not require action.
• Pin the account to your Attention tab for later follow up.
• Open a preview of the account profile view to view more options.

FAQs

Question: Is it possible to block some SuccessPlay notifications? I have one play that is actioned frequently, which creates a lot of noise in the timeline.

Answer: No, it's not possible to block certain SuccessPlays from the timeline.