Original Question:

Barry McGlothin asked:
“Is there any way to set up our notifications so that only MY activities show up in my activity feed? I’ve only got three people using the system and it’s already annoying to have everyone’s conversations in my feed… can’t imagine a dozen team members!”

Answer:

Yes! You can customize your conversation view so that only your activities appear in your feed. Agent CRM allows you to filter conversations, ensuring that you only see interactions assigned to you.

How to Filter Your Conversations to Show Only Your Chats

  1. Ensure Contacts Are Assigned to You

    • Navigate to Contacts and make sure your assigned leads and clients are correctly linked to your user profile.

  2. Go to the Conversations Tab

    • Click on Conversations in the left-hand menu.

  3. Filter for “My Chats”

    • In the Conversations view, locate the filter option.
    • Select “My chats” to display only messages assigned to your user.

  4. Save Your Preference (Optional)

    • Some versions of Agent CRM may allow you to save your preferred filters, so you don’t have to reapply them each time you log in.

This setting ensures that you only see messages relevant to your assigned contacts, reducing clutter in your activity feed.

Only My Activities notifications settings

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:

Master Marketing & Websites with Agent CRM


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