Original Question:
Sandra Quinn-Bailey asked us:
“How do I remove or close notifications that I’ve already handled?”
Answer:
If you have unread notifications for emails, texts, or calls, you can mark them as read and remove them through both the Agent CRM app and desktop version.
On the Agent CRM Mobile App:
- Open the Agent CRM app on your phone.
- Tap the Conversations tab (second icon at the bottom of your screen).
- Select the unread conversation you want to clear.
- Tap the envelope button in the top-right corner to mark the notification as read.
On Agent CRM Desktop:
- Go to the Conversations tab in the left-hand menu.
- Select the unread conversation you want to clear.
- Click the “Mark as Read” button in the top-right corner.
Once marked as read, the notification will be removed from your unread list, keeping your inbox organized and distraction-free.
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- Quick Win Strategies for Insurance Agents
- Unlock AI’s Power in Your Insurance Business with Agent CRM
Watch and Learn
For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:
