Sending a test
1
Open your notification settings
Go to Settings → Notifications, or click the NextLevel MCA bell in your CRM header and then Preferences.
2
Click Send a test
It’s under Pop-up alerts, next to Turn on or Turn off.
3
Check the result
A message tells you where the test went:
- Test sent. A pop-up should appear in a few seconds, and it is in your bell. You have alerts on for at least one device.
- Test sent to your bell. Turn on pop-up alerts to get it on this computer too. You don’t have alerts on anywhere yet. See Desktop notifications.
What you’ll see
The test is titled Test notification and says Alerts are working. Lender replies, merchant activity and deal changes will show up like this. It shows in the bell as unread, and clicking it opens the Notifications page.What happens next
- The pop-up goes to every computer and phone where you’ve turned alerts on, not only the one you’re using.
- The test ignores your per-event Push and Email switches. It never sends an email.
- It doesn’t involve any deal, and nobody else is notified.
Common problems
The test is in the bell but no pop-up appeared
The test is in the bell but no pop-up appeared
Check Pop-up alerts reads On for this browser. If it does, your computer’s notification settings or a Do Not Disturb or Focus mode may be hiding it. See Desktop notifications.
The test didn't show in the bell
The test didn't show in the bell
Refresh the page and open the bell again. If it’s still missing, get help.
The test arrives, but real notifications don't
The test arrives, but real notifications don't
Real notifications only come for deals where you’re the originator or closer (or every deal, if you’re an admin or manager and turned that on), and never for things you did yourself. Push and email also follow your switches. See Notification preferences.
"You aren't a user in this workspace, so there are no notifications for you here."
"You aren't a user in this workspace, so there are no notifications for you here."
You’re signed in with a NextLevel MCA staff account that isn’t a user in this workspace. Add yourself under Settings → Team first.
"Couldn't send the test"
"Couldn't send the test"
Try again in a moment. If it keeps failing, get help.