How to Enable Desktop Notifications in BIGContacts

Desktop notifications in BIGContacts alert you to key updates such as new tasks, meetings, and opportunities — helping you stay productive and responsive.

Benefits:

• Instant Updates: Get real-time alerts for newly created or updated activities.

• Improved Productivity: Stay organized and respond promptly to time-sensitive reminders.

• Build better relationships: Get timely birthday reminders to strengthen client connections.

Use Case: A sales representative uses BIGContacts to manage clients and follow-ups. By enabling desktop notifications, users receive instant alerts for meetings, new opportunities, and due tasks — all without needing to repeatedly open the CRM. This helps them prioritize daily actions and improve responsiveness.

How to Enable Desktop Notifications

Step 1: Open the Notification Panel

Click the bell icon in the top-right corner of your BIGContacts dashboard.

The notification panel will open with an option to “Enable Notifications.” Click it to begin setting up desktop notifications.
 

Step 2: Access Notification Settings

After clicking Enable Notifications, you’ll be directed to your profile’s Desktop Notification settings page. First, enable the option “Set when you want to receive notifications for tasks, opportunities, meetings, and birthdays”.

Once this option is turned on, you’ll be able to select which specific notifications you want to receive:

• Task Notifications

• Opportunity Notifications

• Meeting Notifications

• Birthday Notifications

Step 3: Customizing Your Notification Preferences

You can choose to enable one, some, or all of the available notification options — depending on your role and needs.

Task Notifications

Stay on top of your to-do list by enabling:

• Immediate Task Notifications: Receive instant notifications when a task is assigned to you.

• Task Due Notifications: Receive reminders before tasks are due.

• Set your preferred reminder time: 15 minutes, 30 minutes, 1 hour, or 1 day before the event.

Opportunity Notifications

Monitor your sales pipeline effortlessly by enabling:

• New Opportunity Alerts: Get notified when a new opportunity is created.

• Stage Change Notifications: Stay informed when opportunity stages are updated.

Meeting Notifications

Ensure you never miss an important meeting by turning on:

• Meeting Created Immediately Notification: Receive alerts as soon as meetings are scheduled.

• Meeting Start Notification: Get reminders before meetings begin.

• Choose your preferred reminder time: 15 minutes, 30 minutes, 1 hour, or 1 day before the event.

Birthday Notifications

Celebrate client and colleague milestones by enabling:

• Birthday Notifications: Get notified about upcoming birthdays.

• Choose when you’d like to receive the reminder — 1 day, 3 days, or 1 week before.

After customizing your preferences, click Save Changes to apply your settings.

Step 4: Verify Notifications

Once your settings are saved, you’ll start receiving desktop alerts for the actions you selected.

Need help? Contact the ProProfs BIGContacts Support Team or visit our Help Center for troubleshooting tips.