The header
Below the heading is a line showing how many notifications are unread, how many there are in total, or that you don’t have any yet. On the right are two controls: Mark all read, which only shows up while something is unread, and a gear icon that opens Settings.Desktop alerts
Click Desktop in the bell menu and you’ll get a small settings panel for desktop alerts. Turn them on and Chrome pops new notifications up on your desktop, even while Leaf360 is sitting in another tab or behind another app. Click one and it takes you to the record it’s about. It’s off until you switch it on, and it’s per computer, so that way turning it on at the office doesn’t start it up on your laptop at home too.Picking what pops up
You don’t have to get an alert for everything. Under the main switch is a list of categories you can turn on or off one at a time:
For example, let’s say you only care about new leads and mentions. Leave Pond alerts, Lead
updates and Mentions on and switch the rest off. Every notification Leaf360 sends falls into
one of these, so nothing slips through the cracks.
The new lead chime
A short two-note chime plays when a new lead’s assigned to you, or a lead lands in a pond you’re on. It plays even when Leaf360 isn’t the tab you’re looking at, so that way you hear a lead come in while you’re working somewhere else. It won’t play over and over if a batch arrives at once, and you can mute it if you’d rather not hear it.Tabs and search
There are five tabs: All, Unread with your unread count on it, Loans, Leads, and Tasks.- Loans covers new loans, loan assignments, status updates, milestones, rate locks, and key dates.
- Leads covers lead assignments, lead updates, and conversions.
- Tasks covers tasks, mentions, and reminders.
Reading the list
Notifications are grouped under Today and Earlier. Each row shows the photo of whoever triggered it, or the Leaf360 logo when Leaf360 raised it itself. Next to that sits a small icon for the type, and a matching tag on the right. You’ll see tags like Task, Mention, New Loan, Loan Assigned, Status Update, Milestone, Lead Assigned, Lead Update, Converted, Referral, Partner, Rate Lock, Key Date, Compliance and Reminder. Unread rows stand out in bold, with a blue dot and a tinted background. Click a row to mark it read and open whatever it points to. Hover over a row instead to see Read, shown only while it’s unread, and Archive.A lead waiting in a pond
A notification about a lead sitting in a claim pond reads Claim Lead rather than View Details. Clicking it opens a Claim dialog rather than the lead, because a pond lead isn’t yours to open yet. The dialog tells you one of three things:- The lead’s still up for grabs, with a Claim button.
- Somebody already claimed it, and who.
- It’s already yours, with Open to go to it.
Clearing several at once
1
Select the ones you want
Check individual rows, or use the checkbox at the top of the list, labeled Select all visible notifications. It only grabs what the current tab and search are showing, not your whole list. Once you’ve selected something, the label turns into a count.
2
Archive or delete
Archive selected takes them off the list. Delete selected asks you to confirm first, a box titled Delete selected notifications reminds you the action can’t be undone.
3
Or change your mind
Clear selection drops your selection without touching anything.
Common questions
I see a panel saying notifications are available in live mode
I see a panel saying notifications are available in live mode
You’re in a demo session rather than signed in to your real account. Sign in properly and the list will load. See Signing in.
Mark all read has disappeared
Mark all read has disappeared
It only shows up while you have something unread. Nothing unread, no button.
A notification isn't under Loans, Leads or Tasks
A notification isn't under Loans, Leads or Tasks
Only those three tabs group notifications. Referral, partner, and compliance notifications live under All instead. Use the search box to find them.
Select all didn't select everything
Select all didn't select everything
It only selects what’s visible under the tab and search you’re using. Clear the search or switch to All first if you meant the whole list.

